Falbo Wealth Management

10/16/2026

Many stock market predictions are presented in a way that they are very believable. But being believable isn’t the same as being accurate. Watch Joe’s video, “Ignore the Market Prediction Noise,” to find out why market predictions are so alluring.

Stock market predictions are often quite believable—but just being ...

10/15/2026

The single biggest predictor of whether your retirement is brilliant or bleak has almost nothing to do with your portfolio.

And your pension can't fix it.

10/14/2026

Medical science and good exercise may have found answers to how you can protect yourself from dying quickly. However, as you get older and frailer, you and your partner may require costly critical care that you may not be able to afford.

When you think about a healthy lifestyle, you also want to consider the length of time that your money may have to last until you finally pass away. While that is a positive outcome of being healthy and a worthy goal, there is the opposite potential. Medical science and good exercise may have found....

10/13/2026

Long-term care costs can derail even the best retirement plans. Understanding and planning for these costs now can save you and your family future stress.
https://falbowealth.com/long-term-care-insurance/?utm_campaign=meetedgar&utm_medium=social&utm_source=meetedgar.com

Explore the importance of planning for long-term care as part of your retirement strategy, including understanding the potential costs and insurance options.

10/12/2026

So, just as you should be putting extra care into selecting a great doctor that goes above and beyond to help you be as healthy as possible, you should put the same care into selecting an FRA that may help you prepare toward your best retirement.

Functional retirement advisors take into account not only quantitative data (numbers) but also qualitative data (values and goals) about your situation.

10/09/2026

If you wanted, you could spend all day consuming financial news, market commentary, and stock predictions. But, as Joseph Falbo explains in this video, your attention is better spent on more productive activities. Watch here:

We all have a limited amount of attention to give to our financial ...

10/08/2026

📊 A stock market rally doesn’t tell the whole economic story. Charlie Bilello’s 10 charts explore how earnings, inflation, and consumer spending fit together, offering perspective beyond the headlines.

View the video of this post here. Over the last 30 years, the purchasing power of the US Consumer Dollar has been cut in half due to inflation. At the same time, the S&P 500 has gained 828% (7.7% per year) AFTER adjusting for inflation. Why you need to invest for the long run, in one […]

10/07/2026

The first step to having a successful retirement is defining what a successful retirement means to you. That means actually writing it out! Defining Retirement Success

A successful retirement isn’t about just having enough money to live on; it’s being able to create a life that’s meaningful to you.

10/06/2026

The $800K hard truth most people miss:

Your IRA isn't just yours. It's a joint account with the US government.
You deferred the taxes. You never paid Uncle Sam. So when you start pulling money out, he wants his cut on the way out.

Retirement isn't just about what you saved. It's about how you pull it out — and nobody tells you that.

🎥 Watch the full breakdown: https://youtu.be/EjSo8mIuGGk?utm_campaign=meetedgar&utm_medium=social&utm_source=meetedgar.com

10/05/2026

Discussing your legacy wishes with your spouse is crucial for alignment and clarity. Initiate open dialogue and address key questions, such as organizing important documents, choosing an executor, determining beneficiaries, considering charitable contributions, outlining medical wishes during incapacitation, and deciding living arrangements for the surviving spouse. Effective communication helps ensure that both partners are aware of each other's desires and can make informed decisions.