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Robert Falcon, CFP®, CPA/PFS, MBA

You are here: Home / Archives for Robert Falcon, CFP®, CPA/PFS, MBA

September 14, 2018

Portfolio Recommendations from my Italian Vegetable Garden

Harvesting (Selling) High and Planting (Buying) Low I spent quite a bit of time weeding and managing my vegetable garden this weekend. While

Bob's Garden & Table,  Retirement

September 14, 2018

Lower Your Taxes on Investments by 50% or More

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

Taxes

September 14, 2018

Identity Thieves Now Targeting Social Security Benefits

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

Taxes

September 14, 2018

How to Leverage the New Itemized Deduction Rules and Save 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

Taxes

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  • Layoff Coming? Take these 5 Steps Now!
  • Portfolio Recommendations from my Italian Vegetable Garden
  • Lower Your Taxes on Investments by 50% or More
  • Identity Thieves Now Targeting Social Security Benefits
  • How to Leverage the New Itemized Deduction Rules and Save Taxes

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Bob Falcon, CFP®, CPA/PFS, CCFC®, MBA

Serving clients in the Philadelphia area and western suburbs.

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