by Joseph Falbo, CFP®, AIF®, CRC® | Jan 20, 2023 | Financial Wellness
Are you setting a goal to “get healthy” in the New Year? How about a goal to save more and spend less? Or maybe a goal to go after that promotion you’ve been eyeballing? The consensus is clear no matter your intentions: most people don’t stick to their New Year’s...
by Joseph Falbo, CFP®, AIF®, CRC® | Oct 1, 2022 | Business Planning, Education Planning, Estate Planning, Financial Wellness, Investment Planning, Retirement Planning
Watching your parents age can be tough, especially if their health or cognitive abilities start to decline. Figuring out their needs, understanding the options, and making decisions can feel overwhelming. And there may come a point in their final phase of life when...
by Joseph Falbo, CFP®, AIF®, CRC® | Sep 27, 2022 | Financial Wellness
Stock market volatility? No problem. At least it shouldn’t be if you have a solid financial life plan. They say that volatility (and the discomfort that comes along with it) is par for the investing course. And while this is true, it doesn’t make market dips any less...
by Joseph Falbo, CFP®, AIF®, CRC® | Apr 8, 2020 | Financial Wellness
We seem to be at a moment of maximum uncertainty. The COVID-19 pandemic has become the most momentous public health crisis since the flu pandemic of 1918. To fight the virus, medical experts have advised us to stop life as we know it. However, putting our society to...
by Joseph Falbo, CFP®, AIF®, CRC® | Nov 22, 2019 | Financial Wellness
It’s not all doom and gloom. A constant theme here at Falbo Wealth Management is how financial journalism has consistently ignored the upsurge in American household net worth. Household monthly financial obligations are at historic all-time lows and have been for...
by Joseph Falbo, CFP®, AIF®, CRC® | Nov 22, 2019 | Financial Wellness
It’s not too late to add healthy aging to your retirement plans! In discussions with my clients about their future, I am often struck by their fear of health issues that may cause them an early death. In fact, some of them refuse to discuss long-term issues in their...
