Understanding Today’s Financial Environment
Welcome to Falcon Wealth Management. We understand that individuals and business owners face unique challenges as they grow assets and prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college, or an estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives through the Falcon's View Retirement Approach.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, dive into your future today by contacting us.
Helpful Content
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
How to Conquer the World - 5 Financial Strategies for Savvy
Learn more about women taking control of their finances with this infographic.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Find That Lost Retirement Account
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
How Often Should You Update Your Estate Strategy?
Review your legacy approach regularly, particularly following significant life events or legislative updates.
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Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
College Savings
See how much you may need to save now to cover future college costs for your child.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
The Business Cycle
How will you weather the ups and downs of the business cycle?
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.