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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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Strategic Leverage And Maximizing | Falcon Wealth Managers
Robert Falcon, CFP®, CPA/PFS, MBA | Sep 14, 2018

How to Leverage the New Itemized Deduction Rules and Save Taxes

Taxes

Stack your charitable contributions to save on your taxes year after year

Many folks are upset by the changes to the standard deduction and its impact on

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