At Falbo Wealth Management we are continually speaking with our clients about how their financial resources relate to how they handle the life decisions and transitions they make. In fact, money and life are so intertwined that it is unrealistic to try to separate the two; unfortunately, many advisors treat money on its own rather than as a way to further the lives of their clients.
Starting this month, Joseph will share his ideas and client issues on money and life. We call this section (naturally), “Your Money and Your Life” and we will address some of the most common needs, concerns and goals that our clients have when it comes to making the best use of your financial resources.
We invite you to send us topics you would like to see Joe’s comments on and we will include his answer in a future post!
While any portfolio will see gains some years and losses others, a diversified portfolio almost always performs better.Read More
Though most of us look forward to the day when we can retire from our jobs, many times when we get there we find that we miss the work we were doing. You have options for continuing to work while enjoying more flexibility and freedom.Read More
You saved long and hard for your retirement years, but if you aren’t in good health, you won’t be able to enjoy them.Read More
Did you know that your past experiences with money can affect your financial future? You may have been raised in a home where extras were scarce, so now you tend to treat yourself a little too often. Or, if you were raised in a family...Read More
Most people’s picture of their retirement is fuzzy and nonspecific. When you take time to create a clear vision of your retirement, you’ll be more likely to achieve a retirement life you’ll love.Read More
People tend to deal with money on an emotional level and that can affect their ability to make good financial decisions. This is one of the reasons people resist recommendations given to them, despite the good evidence provided.Read More
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...Read More
"We do not have, never have had, and never will have an opinion about where the stock market, interest rates or business activity will be a year from now."-- Warren Buffett, the world's most admired, least imitated investor, in his...Read More
George Kinder, widely recognized as one of the chief educators and influencers in the financial planning profession and someone who I have trained extensively with, talks about why "the whole financial planning process is wrong." Click...Read More
Who knew that, with a few lifestyle adjustments, we could all live happily and healthily to our 100th birthday and beyond? Click here to learn how! The opinions voiced in this article are for general information only. They are not...Read More