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Award Winning Registered Investment Advisor*

Falcon Articles

2/9/25

A Guide to Retirement Planning for Small Business Owners

As a small business owner, you are responsible for your own retirement preparation. Since there is no large company to offer retirement benefits, you have...
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2/8/25

Why Retirement Planning Is Important

Retirement planning isn’t just a financial decision; it is an important step towards a secure future for you, your family, and your business. At Falcon...
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2/7/25

A Step-by-Step Guide to Financial Planning Strategies

In the modern world, it is important to have proper financial planning strategies in order to meet your short-term and long-term goals. At Falcon Wealth...
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2/7/25

Estate Planning for Families

What Is Estate Planning?Estate planning is the preparation of legal and financial documents in order to ensure that your properties, children, and loved ones are...
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2/3/25

Wealth Management Strategies: 5 Ways to Guarantee Your Financial Future

What is Wealth Management?  Wealth management is the process of accumulation, preservation and the correct allocation of your funds to meet your financial goals in...
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1/31/25

The Social Security Fairness Act

What is the Social Security Fairness Act? On January 5, 2025, President Biden signed into law the Social Security Fairness Act, a bipartisan bill that...
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1/31/25

How to Handle Your Financial Situation After a Natural Disaster

You can be left with a destroyed house, lost time and a lot of emotional stress, and natural disasters can happen with no notice at...
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1/8/25

Your Step-by-Step Guide to Choosing a Financial Advisor

What Is a Financial Advisor? A financial advisor is someone who assists in the management of your funds. This may involve investment advice, retirement planning,...
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1/8/25

5 Ways to Effectively Manage and Mitigate Investment Risk

Managing and reducing investment risk is a critical concern for everyone, including high earners and disciplined savers. With so many opportunities available in the financial...
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1/2/25

Why Your Paycheck Could Be Bigger in 2025 Without a Raise

As we approach 2025, you may have a bit more money in your paycheck, even if you have not received a raise. This is not...
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1/2/25

How Fidelity® Partners with Falcon Wealth Planning

At Falcon Wealth Planning, we don’t just focus on numbers; we focus on people. Our growth story is one of passion, purpose, and partnerships. One...
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12/27/24

Tax Reduction Strategies for High-Income Earners

4 Ways to Reduce Your Taxable Income Tax planning is one of the most important aspects of financial planning for individuals approaching or in retirement....
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12/20/24

Retirement Planning Strategies After a Job Loss

Losing a job can be one of the most stressful and life-changing events in a person’s life. Beyond the financial strain, it can also affect...
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12/17/24

How to Protect Your Money from Scammers This Holiday Season

The holiday season brings joy, celebration, and giving—but it also presents a prime opportunity for scammers to exploit unsuspecting individuals. Protecting your finances, especially if...
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12/6/24

The Benefits of Financial Planning for a Secure Future

5 Ways Financial Planning Strategies Can Improve Your Life Planning for the future is essential, yet many Americans lack a concrete financial plan. According to...
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10/22/24

Special Needs Trusts: A Comprehensive Guide for Families

Planning for the future of a loved one with special needs is a journey filled with unique challenges and considerations. One of the most essential...
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9/10/24

Top 10 Ways to Prepare for Retirement

Achieving financial security in retirement doesn’t just happen—it requires careful planning, commitment, and, of course, money. At Falcon Wealth Planning, we believe that the earlier...
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9/10/24

9 Retirement Planning Mistakes to Avoid

When it comes to planning for retirement, avoiding common mistakes can be just as important as making smart decisions. Financial experts often emphasize this approach,...
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8/15/24

Demystifying Bitcoin: Insights from Financial Experts

Updated Thurs, August 15th, 2024 | 3 Min Read Explore the Role of Bitcoin in Financial Planning with Bitcoin Experts Brian Abely and Jeremy Milliron...
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8/7/24

Understanding Market Volatility

Updated Thurs, August 7th, 2024 | 4 Min Read A Rollercoaster of Highs and Lows In the financial world, we often witness the unpredictability of...
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