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Close up portrait of child giving two thumbs up
Robert Falcon | Jun 29, 2023

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Finance
Education

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy

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An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Robert Falcon | May 18, 2023

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy/strategy in place.
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Parents holding their child's hands. The child is jumping
Robert Falcon | May 11, 2023

Sending Your Kids to College: What Should You Really Expect?

College
Financial Planning
The sticker price of college may seem out of reach for many, but you don't have to pay sticker.
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A pair of reading glasses sitting on an open textbook. The book has content on taxes.
Robert Falcon | Apr 27, 2023

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Retirement
Tax Planning
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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A retiree couple in a meeting with a professional. They are all looking at a laptop screen
Robert Falcon | Apr 20, 2023

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
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Two men sitting at a table and having a conversation
Robert Falcon | Apr 13, 2023

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
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Two yellow balloons with smiley faces on them
Robert Falcon | Apr 6, 2023

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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Two women sitting outside on a patio. One woman is playing guitar, and the other is listening and smiling.
Robert Falcon | Mar 30, 2023

Is it Always Better to Purchase a Home?

Real Estate
Property
While homeownership is a goal for many, there are a few things to consider before looking to buy.
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A teenager holding a yellow and blue longboard talking to her friend
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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Hand holding a large bundle of balloons
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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Woman in grad cap and gown sitting on stairs and smiling. She's wearing a ribbon that says Doctor of Medicine
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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Toddler standing at the bottom of a stone staircase
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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