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® | Jan 1, 2020 | Investment Planning
The most important lessons from history are the takeaways that are so broad they can apply to other fields, other eras, and other people. That’s where lessons have leverage and are most likely to apply to your own life. But those things take some digging to find,...
by Joseph Falbo, CFP®, AIF®, CRC® | Dec 31, 2019 | Investment Planning
Interesting piece about Ed O’Brien’s research on how quickly we make snap judgments. While this may come in handy if we are faced with life-or-death decisions, it doesn’t always work so well when it comes to investing. Download the full article. Joseph F. Falbo, CFP®,...
by Joseph Falbo, CFP®, AIF®, CRC® | Nov 22, 2019 | Investment Planning
Indices v. Investors Investors, left to their own devices, can work against their long-term interests. When people react with emotion they tend to make snap decisions that don’t always work in their favor. In my experience, Human nature is a terrible investor. If you...
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...
