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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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Robert Falcon | Nov 17, 2022

Medicare in 2023: Here's What You Need to Know

Health
Retirement
The 2023 Medicare changes are here, and for the first time in several years, some premiums are lower.
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Your Big Box Advisor Can’t Do This | Falcon Wealth Managers
Robert Falcon | Sep 22, 2021

Your “Big Box” Financial Advisor Can’t Do This

Financial Planning
Retirement
Taxes

In Part 1 of this blog, I made the case (with specific examples) that you are not getting value from your financial advisor if you they are simply managing your

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Big Name Advisor Is Costing Big Bucks | Falcon Wealth Managers
Robert Falcon | Sep 8, 2021

Your “Big Name” Financial Advisor is Costing You “Big Bucks"

Financial Planning
Retirement
Taxes

The Greatest Value an Advisor Offers Lies Outside Investment Management

I write often about the dangers of sending your kids to “elite” schools. Why? While

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5 Steps When A Layoff Is Coming | Falcon Wealth Managers
Robert Falcon | Sep 17, 2019

Layoff Coming? Take these 5 Steps Now!

Financial Planning
Retirement

Protect Yourself Financially Before “That Day”

Those of you that work in the pharmaceutical or other volatile industries are accustomed to M&A activity. If

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Portfolio Italian Vegetable Garden | Falcon Wealth Managers
Robert Falcon, CFP®, CPA/PFS, MBA | Sep 14, 2018

Portfolio Recommendations from my Italian Vegetable Garden

Bob's Garden & Table
Retirement

Harvesting (Selling) High and Planting (Buying) Low

I spent quite a bit of time weeding and managing my vegetable garden this weekend. While fertilizing and

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Lower Your Taxes on Investments | Falcon Wealth Managers
Robert Falcon, CFP®, CPA/PFS, MBA | Sep 14, 2018

Lower Your Taxes on Investments by 50% or More

Taxes

Make sure your Financial Advisor is a Tax Expert (Geek)

Those of us with tax expertise don’t get much respect. Seriously! What comes to your mind when

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Targeting Social Security Benefits | Falcon Wealth Managers
Robert Falcon, CFP®, CPA/PFS, MBA | Sep 14, 2018

Identity Thieves Now Targeting Social Security Benefits

Taxes

Equifax Breach Allows Regular Hackers To Expand Their Reach

On Good Friday, as I was baking my Easter Bread, I received a frantic call from an old friend in

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Concordville PA 19331

Contact Info

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bob@falconwealthmanagers.com

     

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