by Joseph Falbo, CFP®, AIF®, CRC® | Nov 21, 2019 | Retirement Planning
The first step to having a successful retirement is defining what a successful retirement means to you. That means actually writing it out! A successful retirement will look different to different people. Some may want to keep working; others may want to travel....
by Joseph Falbo, CFP®, AIF®, CRC® | Nov 21, 2019 | Retirement Planning
Do You Really Want to Retire? Not long ago, I had lunch with Charlie, a 63-year-old business owner from West Caldwell, New Jersey. Because he knew that I was in the financial services industry, he peppered me with questions about retirement and his pending plans to...
by Joseph Falbo, CFP®, AIF®, CRC® | Nov 21, 2019 | Retirement Planning
Struggling with the Traditional Concept of Retirement For many years I have struggled with the concept of ‘retirement’. As I work with my clients, I can’t help but feel that the idea of it being the end of things and the time to wind it down didn’t fit what I was...
by Joseph Falbo, CFP®, AIF®, CRC® | Nov 21, 2019 | Retirement Planning
One of my clients was not looking forward to her retirement at all. For the two years leading up to the day she would leave her job as a teacher, she fretted about what she would do and how she would feel when she didn’t have to teach anymore. “It’s funny, but I don’t...
by Joseph Falbo, CFP®, AIF®, CRC® | Nov 20, 2019 | Media, Retirement Planning
“Retirement Success: Hiring Your Functional Retirement Advisor” is my new book that shows you how to recognize a trustworthy, empathetic person who puts emphasis on plans, not financial products…in other words, a fully Functional Retirement Advisor (FRA)....
