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
Retirement Strategy After a Job Loss
Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Choices for Your 401(k) at a Former Employer
Individuals have four basic choices with the 401(k) account they accrued at a previous employer.
Have You Planned Your Succession Yet?
If you’re like most financial professionals, you’ve probably thought about succession planning, but have you built a plan?
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How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
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Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.