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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!

 

Monday, May 13, 2019

Doing this “Three Questions” exercise will help you define what is really important and meaningful to you so you can define what your successful retirement looks like.

 

Monday, May 13, 2019

Retirement is something most people look forward to, but before you do, ask yourself these six retirement questions to be sure you’re ready.

 

Wednesday, April 10, 2019

Entering retirement doesn’t have to mean you’re leaving behind the working phase of your life. Instead, retirement is a time when you can contribute to the world on your own terms and in a way that’s most meaningful to you.

 

Wednesday, April 10, 2019

Short of turning back the clock, what’s the one thing you can do to be more healthy, both physically and mentally? Believe it or not, it’s having good, strong relationships with other people.

 

Tuesday, April 2, 2019

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.

 

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Friday, March 1, 2019

When you think about a healthy lifestyle, you also want to consider the length of time that your money may have to last until you finally pass away. While that is a positive outcome of being healthy and a worthy goal, there is the...

 

Tuesday, February 19, 2019

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...

 

Saturday, February 2, 2019

"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...

 

Tuesday, December 18, 2018

A Note On…..Diversification The two cornerstones of any investment strategy that makes sense are asset allocation and diversification. If you are not doing the correct diversification you are basically betting on some sector of...

 

Monday, September 24, 2018

“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...

 

Sunday, October 1, 2017

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...

 

Sunday, October 1, 2017

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...