by Joseph Falbo, CFP®, AIF®, CRC® | Apr 22, 2024 | Uncategorized
Many people envision their upcoming retirement as a rewarding period filled with opportunities to pursue long-held passions and enjoy well-deserved leisure. However, transitioning into retirement is not just about enjoying newfound free time but also navigating a...
by Joseph Falbo, CFP®, AIF®, CRC® | Mar 22, 2024 | Uncategorized
Enhancing Your Golden Years with Smart Financial Steps For retirees, optimizing financial strategies is a continual journey toward ensuring a stable and fulfilling lifestyle. Navigating the complexities of living off your accumulated assets requires careful planning....
by Joseph Falbo, CFP®, AIF®, CRC® | Feb 16, 2024 | Uncategorized
How Couples Can Maintain a Healthy Relationship During Retirement Retirement is a significant life transition that affects not only the person retiring but also their relationships, particularly with their spouse. This period offers an opportunity to redefine the...
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 13, 2023 | Financial Wellness, Uncategorized
For many families, 2024 may turn out to be an inflection point when their trajectory finally turns positive after three years of languishing in pandemic and post-pandemic struggles. But it’s not going to happen automatically. Whatever your life ambitions, it...