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...
by Joseph Falbo, CFP®, AIF®, CRC® | Jan 1, 2020 | Retirement Planning
This is a great informational piece about assessing the value of advice released by Vanguard Research. It talks about how we should measure the value of financial advisory services using a three-part framework based on portfolio, financial, and emotional outcomes. It...
by Joseph Falbo, CFP®, AIF®, CRC® | Dec 31, 2019 | Retirement Planning
Not all of my clients are on the verge of retirement. Some have 10 or more years to go and are trying to get a head start. Others have already retired and are going back to retool their plans, working to get back on track, or checking to confirm that they are already...
by Joseph Falbo, CFP®, AIF®, CRC® | Nov 22, 2019 | Retirement Planning
How inflation was supposed to destroy the stock market. August 13, 2019 was the 40th anniversary of a BusinessWeek article, “The Death of Equities.” This article talked about the Labor Department ruling that allowed pension fund money to “go into listed stocks and...
by Joseph Falbo, CFP®, AIF®, CRC® | Nov 22, 2019 | Retirement Planning
Bruce and Jitendra had planned for their retirement about five years before Bruce was ready to leave his job as a school principal. Many of their friends were either retired or facing retirement and provided the couple with good examples of both what to do and not to...
