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Fallon Wealth Management

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Fallon Wealth Management

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Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Fallon Wealth Management, Financial planner, 2976 Triverton Pike Drive Suite 103, Fitchburg, WI.

10/30/2026

Your will is important, but have you checked your beneficiary designations lately?

Many people don't realize that beneficiary forms on accounts like IRAs, 401(k)s, life insurance and annuity policies, and even certain bank accounts generally take precedence over what's written in their will.

That means an outdated beneficiary designation could result in your assets going to someone you didn't intend.

Take a few minutes to review your beneficiary forms and make sure they still reflect your wishes. It's a small step that can make a big difference for your loved ones!

Estate planning isn't just about having a will. It's about making sure all the pieces work together.

10/26/2026

This past weekend, Attorney Rebecca Coleman from Wilson Law Group joined us for: Retire Ready & Estate Planning 101. We’re so glad we had the opportunity to collaborate and share valuable information and resources with our community!

We are also happy to report that we still had a great group of attendees, even with the class taking place the morning after the Brewers won Game 1 of the World Series!

Retirement and estate planning go hand in hand. A truly comprehensive financial plan considers both how you’ll support yourself throughout retirement and how you want your assets and wishes to be handled in the future.

10/23/2026

Social Security is often a hot topic, and there’s a lot of debate about whether you should claim your benefits early, wait until your Full Retirement Age (FRA), or hold off until age 70 to maximize your monthly benefit.

But did you know there are several valid reasons why claiming early might make sense for you?

Claiming early generally means receiving a smaller monthly benefit for life, so it’s important to weigh the trade-offs carefully.

There is no one-size-fits-all answer when it comes to Social Security. What matters most is making an informed decision that aligns with YOUR health, financial needs, goals, and retirement plans, not simply doing what someone else tells you to do!

10/19/2026

Have you named a payable-on-death (POD) beneficiary on your checking and savings accounts?

It’s a simple step that can make a difference for your loved ones. A POD designation allows the money in your bank account to pass directly to the beneficiary you’ve named when you pass away, generally without going through probate.

It’s also a good reminder to review your beneficiaries periodically and make sure your designations still reflect your wishes.

In this week’s video, we explain how payable-on-death designations work and why they’re an important part of your overall financial plan.

Learn more here: https://www.youtube.com//shorts

10/17/2026

Next Saturday, October 24, we'll be teaching Retire Ready & Estate Planning 101 at MATC Goodman South, with Rebecca Coleman, JD, from Wilson Law Group, joining us!

We’re looking forward to collaborating on this class and sharing helpful information and resources to help our community feel more confident and prepared for retirement.

We’ll cover a variety of important topics, including:
- Taxes in Retirement
- Social Security
- Retirement Income Planning
- Trusts
- Powers of Attorney
- The importance of beneficiary designations

Whether you’re approaching retirement or simply want to get your financial and estate plans in order, we hope you’ll join us!

There are still a few seats available! Register here:
https://retirementwealthacademy.com/locations/madison-area-technical-college-goodman-south-campus?utm_campaign=EFallonNatvig+CUST+%40+Madison+Area+Technical+College+-+Goodman+South+Campus+-+080826+-+SB&utm_medium=EFallonNatvig&utm_source=Instructor

10/13/2026

Taxes are a topic that comes up in almost every meeting we have, and knowing how different accounts are taxed can make a big difference in your financial decisions.

For example, deciding when to sell an investment may depend not only on how long you’ve held it, but also on the type of account it’s in.

Capital gains taxes generally apply to investments held in individual or joint brokerage accounts, while retirement accounts follow different tax rules.

In this video, we break down the difference between short-term and long-term capital gains and what you should know before selling an investment.

https://www.youtube.com//shorts

10/01/2026

Medicare’s Annual Enrollment Period runs from October 15 through December 7, making this a good time to review your current coverage and make sure it still fits your needs.

Whether you’re already enrolled in Medicare or helping a family member navigate their options, there are a lot of details to understand — from Medicare Advantage and Part D to Medigap plans, prescription drug coverage, and potential changes to your current plan.

To help make Medicare a little easier to understand, we've put together a Medicare YouTube playlist covering a variety of topics and common questions.

If you’re getting ready for Open Enrollment, take a look at the videos and use them as a starting point for your own Medicare review. https://www.youtube.com/playlist?list=PLblrSp-GG2Zw

09/03/2026

If you inherit an IRA, the rules for taking money out can depend heavily on what type of beneficiary you are.

Generally, beneficiaries fall into three categories:
• Eligible Designated Beneficiary
• Non-Eligible Designated Beneficiary
• Non-Designated Beneficiary

Understanding your status as a beneficiary is an important first step in making sure you don't accidentally miss a required distribution or create an unnecessary tax bill.

08/28/2026

Understanding Bull vs. Bear Markets.

Market volatility can be uncomfortable, but it’s important to remember that it’s a normal part of investing.

Understanding the difference between bull and bear markets can help reduce stress and provide perspective when markets fluctuate.

Knowing what to expect can help you stay focused on your long-term financial goals rather than reacting to short-term market movements.

08/03/2026

Required Minimum Distributions (RMDs) can be one of the most confusing parts of retirement, but they don't have to be.

If you have money in a Traditional IRA, 401(k), or other pre-tax retirement account, it's important to understand:
• When RMDs begin
• How they're calculated
• What happens if you miss one
• How they can impact your taxes in retirement

If you're approaching retirement or already taking distributions, this is information you'll want to know!

Address

2976 Triverton Pike Drive Suite 103
Fitchburg, WI
53711

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+16088290790

Website

https://www.fallonwealthmgmt.com/

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