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...
by Joseph Falbo, CFP®, AIF®, CRC® | Nov 22, 2019 | Business Planning, Education Planning, Estate Planning, Financial Wellness, Insurance Planning, Investment Planning, Retirement Planning
Did you know that your past experiences with money can affect your financial future? You may have been raised in a home where extras were scarce, so now you tend to treat yourself a little too often. Or, if you were raised in a family where money wasn’t talked about...
by Joseph Falbo, CFP®, AIF®, CRC® | Nov 21, 2019 | Financial Wellness
The Proven Correlation Between the Size of Your Social Network and your Longevity. A lot of research has been done on the health benefits of having strong relationships in your later years. Studies have shown a direct correlation between the size of your social...
by Joseph Falbo, CFP®, AIF®, CRC® | Nov 21, 2019 | Financial Wellness
Your past money experiences can affect the way you deal with your financial decisions today, and into the future. People tend to deal with money on an emotional level and that can affect their ability to make good financial decisions. This is one of the reasons people...
by Joseph Falbo, CFP®, AIF®, CRC® | Nov 21, 2019 | Financial Wellness
Diversification explained: The two cornerstones of any investment strategy that, makes sense, are asset allocation and diversification. If you are not doing the correct diversification you are basically betting on some sector of the markets to do better than others....
by Joseph Falbo, CFP®, AIF®, CRC® | Nov 20, 2019 | Financial Wellness
George Kinder, widely recognized as one of the chief educators and influencers in the financial planning profession and someone who I have trained extensively with, talks about why “the whole financial planning process is wrong.” Click here to see why. The...
