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Robert Falcon | Mar 23, 2023

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits now so they make good financial decisions on
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Robert Falcon | Mar 9, 2023

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
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Robert Falcon | Mar 2, 2023

The Pros and Cons of Investing in a 529 Plan for College

College
Savings
One of the best ways to prepare for the cost of college is to start saving early. Here are some pros and cons of a 529 savings plan to consider.
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Robert Falcon | Feb 23, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
You won't spend your retirement funds until you retire. So why are so focused on short term performance? Set your portfolio up for long term success!
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Robert Falcon | Feb 16, 2023

Asset Allocation and Risk Allocation

Investments
Maintaining a balanced portfolio "forces" you to buy low and sell high.
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Robert Falcon | Feb 9, 2023

4 Tips for Minimizing Financial Anxiety

Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
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Robert Falcon | Feb 2, 2023

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Robert Falcon | Jan 26, 2023

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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Robert Falcon | Jan 19, 2023

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
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Robert Falcon | Jan 12, 2023

Why You Need an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Robert Falcon | Jan 5, 2023

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
College and retirement require serious savings. Is it possible to save for both?
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Robert Falcon | Dec 28, 2022

Working with an Investment Professional

Investments
Retirement
Taxes
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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FALCON WEALTH MANAGERS LLC (“FWM”) is a registered investment adviser offering advisory services in the Commonwealth of Pennsylvania and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by FWM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of FWM, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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