Latest Blogs, Tools And Resources
Women in Retirement
Transcript of Video Hi, I'm Joseph Falbo, president and financial advisor for Falbow Wealth Management. When I work with women, part of my service offering focuses specifically on some major issues that concern them. This is a maturing marketplace and it may be...
Common Investment Mistakes Retirees Make
Video Transcript Hi, I'm Joseph Falbo, President and Financial Advisor for Falbo Wealth Management, and I'm here to explain common investment mistakes that retirees make and how to avoid them. Taking a short term view rather than focusing on the long term. When your...
Retirement Tip 5 Develop & Strengthen Your Support Network
Transcript of Video Hi, I'm Joseph Falbo, certified financial planner and President for Falbo Wealth Management, and I'm here to help you plan your next phasse. When you think of your retirement, what vision comes to mind? Here is one of my keys to a successful...
Money Radio Interview
What Will You Miss About Work?
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...
Assessing the Value of Advice
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...
Five Lessons From History
The most important lessons from history are the takeaways that are so broad they can apply to other fields, other eras, and other people. That’s where lessons have leverage and are most likely to apply to your own life. But those things take some digging to find,...
Your Pre-Retirement Planning Checklist
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...
Our Brains Are Ill-Suited to Investing
Interesting piece about Ed O’Brien’s research on how quickly we make snap judgments. While this may come in handy if we are faced with life-or-death decisions, it doesn’t always work so well when it comes to investing. Download the full article. Joseph F. Falbo, CFP®,...
End of Life Planning
One thing we all have in common is that we are going to die. Although death is not something we want to think about, dying is a reality that is best handled when we have planned for it. The truth is, most people will become seriously ill or incapacitated leading up to...