by Joseph Falbo, CFP®, AIF®, CRC® | Dec 15, 2022 | Retirement Planning
Deciding Which Retirement Option is Best for You When you think of retirement, do you imagine riding off into the sunset with your significant other? Or do you imagine staggering your retirements to occur at different times? There are certainly pros and cons to both...
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® | Aug 17, 2022 | Retirement Planning
What will your story say? For most people, writing is tough—not just from a grammatical standpoint, but from a topical standpoint. What should I write about? What should I say? What will others think of my work? And when it comes down to it, we are often our own...
by Joseph Falbo, CFP®, AIF®, CRC® | Apr 20, 2022 | Retirement Planning
We find that many new retirees feel lost without their jobs. But most of the time, what these retirees are really missing is the sense of purpose that they received from their jobs. Even if you didn’t love everything about your job, work gave your days structure...
by Joseph Falbo, CFP®, AIF®, CRC® | Jan 20, 2020 | Retirement Planning
Does Your Home Still Work for You in Retirement? Often I see retirees living in homes that no longer meet their needs but who refuse to consider a change. Your home should never be a source of distress for you and it should continue to reflect the life you wish to...
by Joseph Falbo, CFP®, AIF®, CRC® | Jan 15, 2020 | Retirement Planning
“Judge a man by his questions rather than by his answers.” —Voltaire A Functional Retirement Advisor (FRA) is an advisor that focuses not only on the QUANtitative data but takes a special interest in the QUALitative data as well in order to get you to the retirement...
