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...
by Joseph Falbo, CFP®, AIF®, CRC® | Jan 15, 2020 | Retirement Planning
“All financial success comes from acting on a plan. A lot of financial failure comes from reacting to the market.” —Nick Murray A Functional Retirement Advisor (FRA) is an advisor that may put emphasis on plans and not products. With a dysfunctional advisor, you will...
by Joseph Falbo, CFP®, AIF®, CRC® | Jan 15, 2020 | Retirement Planning
“Our goals can only be reached through a vehicle of a plan in which we must fervently believe, and upon which we must vigorously act. There is no other route to success.” –Pablo Picasso They say that marriage is one of the most important decisions you will make in...
by Joseph Falbo, CFP®, AIF®, CRC® | Jan 15, 2020 | Retirement Planning
“An investment in knowledge pays the best interest.” – Benjamin Franklin Everyone wants retirement success, but the average person retiring in the 21st century has no idea of the challenges that await them in their “second life.” They have worked hard and have...
by Joseph Falbo, CFP®, AIF®, CRC® | Jan 1, 2020 | Retirement Planning
Recently, a television interviewer was speaking with Matthew, a prominent person in his community about retirement. Matthew was very well known as a politician and member of the town council and had been actively involved in community events for the past three...
