by wealthjms | Apr 25, 2026 | Retirement Planning
Most of the people we work with are approaching retirement, and on paper, they’ve done pretty well for themselves. For years, that meant guiding Baby Boomers into their golden years and helping them navigate a fairly predictable set of retirement planning...
by wealthjms | Apr 25, 2026 | Retirement Planning
If there’s one word that makes people feel safe about their financial advisor, it’s “fiduciary.” It sounds official. It sounds regulated. And for most pre-retirees, hearing it is enough to stop asking questions. The word gets thrown around...
by wealthjms | Mar 13, 2026 | Retirement Planning
You’ve spent decades building your portfolio. You’ve stayed disciplined through market swings, held your ground when others panicked, and watched your wealth grow. So why would the same approach that got you here need to change now? Because the rules of...
by wealthjms | Mar 3, 2026 | Retirement Planning
Figuring out who to work with for your retirement planning is confusing—far more confusing than most people expect. At first glance, it can seem straightforward. Find someone with credentials, experience, and maybe a reassuring title, and you’re done, right? Not so...
by Joseph Falbo, CFP®, AIF®, CRC® | Jan 12, 2026 | Lifestyle, Retirement Planning
Retirement today rarely happens in a single, tidy moment, especially in two-income households. More often than not, couples find themselves in staggered retirement, with one person stepping out of the workforce while the other continues working, even if that wasn’t...
by Joseph Falbo, CFP®, AIF®, CRC® | Nov 16, 2025 | Retirement Planning
(Not a Reactive One) When the markets move fast—or life throws you a curveball—it’s easy to make quick financial decisions that feel good in the moment but don’t serve your long-term goals. We’ve all been there. A news headline triggers concern about the economy. A...
