Award Winning Registered Investment Advisor*

Award Winning Registered Investment Advisor*

Falcon Articles

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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6/11/24

How to Choose a Financial Advisor

Choosing The Right Financial Planner Selecting the right financial planner is crucial for achieving your financial goals. This guide will help you navigate the process,...
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