2/21/25
Everyone wants to build a strong financial foundation—but often our everyday habits can undermine our long-term success. By breaking these habits, you can set yourself...
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2/20/25
A Spousal Lifetime Access Trust (SLAT) can be a powerful tool in estate planning—especially for high-net-worth couples concerned about future changes to the federal estate...
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2/19/25
If you and your spouse are looking for ways to protect your wealth and preserve your legacy, a Spousal Lifetime Access Trust (SLAT) might be...
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2/17/25
The retirement planning process relies heavily on Social Security as a vital component. Once you grasp the fundamentals of Social Security, you will be able...
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2/16/25
Tax laws will undergo significant changes starting next year. So the upcoming year provides valuable insight into current tax rates, which makes it necessary to...
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2/15/25
Perpetual trusts, including qualified perpetual trusts and dynasty trusts, provide a means to transfer assets to your beneficiaries through time. At Falcon Wealth Planning, we...
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2/14/25
Family wealth protection and growth over time make dynasty trusts an important estate planning tool. They are created for the purpose of supporting your assets’...
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2/13/25
Estate planning requires finding methods to transfer property between generations while reducing tax obligations for families. A very successful approach that people use to achieve...
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2/12/25
Intentionally defective grantor trusts (IDGTs) are a type of estate planning tool that can help reduce the amount of estate taxes that are owed and...
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2/11/25
As you plan for the future, you may find financial planning and retirement planning to be similar terms. Although they are connected, they are not...
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2/10/25
Self-employment brings you freedom and flexibility, but you have to design your financial roadmap for retirement since there’s no employer-provided plan. Self-employed people need to...
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2/9/25
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
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
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
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
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
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
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
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
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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