by Joseph Falbo, CFP®, AIF®, CRC® | Aug 12, 2024 | Retirement Planning
What will your retirement story say? For many, the concept of retirement planning is akin to writing the next chapter of their life story. The decisions you make now will shape the trajectory of your future, much like an author carefully plans the plot of their book....
by Joseph Falbo, CFP®, AIF®, CRC® | Jul 9, 2024 | Retirement Planning
Navigating the Emotional & Social Shifts in Retirement Retirement is a significant milestone that marks the end of a long and dedicated career. It’s a time of liberation, where the freedom to relax and enjoy life beckons. Yet, it also poses a fundamental...
by Joseph Falbo, CFP®, AIF®, CRC® | May 16, 2024 | Retirement Planning
When it comes to planning a stable financial and retirement plan, one critical factor often gets overlooked until it’s too late: the cost of long-term care. Many of us wonder whether we can afford to self-insure for such care if needed, and how this decision...
by Joseph Falbo, CFP®, AIF®, CRC® | Apr 9, 2024 | Retirement Planning
Retirement marks a significant transition in life, often greeted with a mix of excitement and apprehension. While the prospect of leaving the workforce brings the promise of freedom and leisure, it also introduces a new set of financial challenges. As a retirement...
by Joseph Falbo, CFP®, AIF®, CRC® | Jan 11, 2024 | Retirement Planning, Uncategorized
Retirement marks a significant chapter in your life, filled with both long-term aspirations and the enjoyment of day-to-day experiences. While retirement planning often focuses on the long haul, like planning for a stable income and managing healthcare costs, the...
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...
