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Hand holding a page with several charts on it
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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Top-down image of a woman sitting at a cluttered desk. She's holding her head and looking down.
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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Young woman pouring a drink for an older woman. They are sitting together at a table.
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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Hand holding a bill with a red "Past Due" stamp on it
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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A crosswalk sign in a city. A red hand on the sign is lit up, signaling people to stop
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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Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.
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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Mother and child working on a laptop together
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 you

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