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Retirement

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September 22, 2021

Your “Big Box” Financial Advisor Can’t Do This

The Value of Tax and Retirement Planning Trumps Investment Management Published by Robert J Falcon, CFP®, CPA/PFS, CCFC®, MBA In Part 1 of

Financial Planning,  Retirement,  Taxes

September 8, 2021

Your “Big Name” Financial Advisor is Costing You “Big Bucks”

The Greatest Value an Advisor Offers Lies Outside Investment Management Published by Robert J Falcon, CFP®, CPA/PFS, CCFC®, MBA I write often

Financial Planning,  Retirement,  Taxes

September 17, 2019

Layoff Coming? Take these 5 Steps Now!

Protect Yourself Financially Before "That Day" Those of you that work in the pharmaceutical or other volatile industries are accustomed to M&A

Financial Planning,  Retirement

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

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  • Your “Big Box” Financial Advisor Can’t Do This
  • Your “Big Name” Financial Advisor is Costing You “Big Bucks”
  • Layoff Coming? Take these 5 Steps Now!
  • Portfolio Recommendations from my Italian Vegetable Garden
  • Lower Your Taxes on Investments by 50% or More

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Bob Falcon, CFP®, CPA/PFS, CCFC®, MBA

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