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Video Transcript

Hi. I’m Joseph Falbo, certified financial planner and president for Falbo Wealth Management.I’m here to help you plan your next phase.

When you think of your retirement, what vision comes to mind? Here is one of my keys to a successful transition. Ensure that your home meets the needs of your lifestyle. Why? Where you choose to live will evolve as you progress through your retirement life. You have to consider changes along the way, brought about by health challenges, relationship changes, et cetera. In addition, the needs of your family may change over time, requiring you to take a new view of your home.

Sign up today for a free PDF copy of my workbook, Your Second Life. This booklet, coauthored by Barry LaValley of the Retirement Lifestyle Center, will help you understand the benefits of planning ahead to build the life that you want.