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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 somebody

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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 their

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