Falcon Wealth Planning, Inc.

Falcon Wealth Planning, Inc. Falcon Wealth Planning, Inc. Is designed to help clients achieve their financial goals while controlling their taxes, fees, and the risk they take.

September 15 may still matter even if you earn most of your income through a paycheck.Bonuses, equity compensation, busi...
09/02/2026

September 15 may still matter even if you earn most of your income through a paycheck.

Bonuses, equity compensation, business income, rental income and realized gains can all change the amount of tax you may need to pay during the year.

If your 2026 income looks meaningfully different from last year, this can be a good checkpoint to review whether your withholding and estimated payments still reflect the full picture.

Swipe through who may want to take a closer look before the September 15 estimated-tax deadline.

One Social Security decision can follow you for decades.Claiming earlier can permanently reduce your monthly benefit, wh...
08/31/2026

One Social Security decision can follow you for decades.

Claiming earlier can permanently reduce your monthly benefit, while delaying may increase it through age 70. The right timing depends on more than age alone.

Cash flow, other retirement assets, health, longevity expectations, and spousal or survivor benefits can all influence the decision.

Swipe through the factors worth considering before you claim.

The first 90 days after an inheritance can shape what happens for years.That window is less about making fast moves and ...
08/28/2026

The first 90 days after an inheritance can shape what happens for years.

That window is less about making fast moves and more about understanding what you received, how different assets are treated, and what role the inheritance should play in your broader financial plan.

Taking time to get organized can help you make more deliberate decisions around taxes, distributions, investing and long-term goals.

Swipe through a simple 90-day framework.

NVIDIA remains one of the most closely watched names in the market—and institutional investors are still making moves.Fa...
08/26/2026

NVIDIA remains one of the most closely watched names in the market—and institutional investors are still making moves.

Falcon Wealth Planning was recently featured in MarketBeat after its latest regulatory filing showed the firm increased its reported NVIDIA position by 5.1% during the second quarter.

The article looks at Falcon’s holdings alongside broader institutional activity, analyst sentiment and the latest developments surrounding NVIDIA.

Read the full article below:

https://www.falconwealthplanning.com/in-the-news/?cluid=cl8275tiid3osj7489d042-b86e-478d-a91b-72585b0c7fe3

Your RSUs may be creating a tax gap you will not see until filing season.RSUs are generally taxed as ordinary income whe...
08/26/2026

Your RSUs may be creating a tax gap you will not see until filing season.

RSUs are generally taxed as ordinary income when they vest, and standard withholding may fall short of the amount ultimately owed.

Understanding your vesting schedule, sell-to-cover rules and expected tax liability can help you plan for that gap before it becomes a cash-flow surprise.

Visit the link in our bio to schedule a free consultation.

The old 2026 tax playbook no longer applies.OBBBA made key provisions of the 2017 tax law permanent, which changes some ...
08/24/2026

The old 2026 tax playbook no longer applies.

OBBBA made key provisions of the 2017 tax law permanent, which changes some of the assumptions investors were using for Roth conversions, itemized deductions and retirement planning.

When the tax rules change, the strategy may deserve another look.

Swipe through three areas worth revisiting after OBBBA.

08/21/2026

Are your advisor’s incentives actually aligned with your financial goals?

Before you trust someone with your money, understand exactly how they’re paid and where you can verify their credentials.

Don’t rely on a sales conversation. Review their Form ADV for details on fees, business practices and potential conflicts, and their Form CRS for a summary of the relationship and how the firm operates.

Then verify the information for yourself through public databases.

Swipe through three questions to ask before choosing a financial advisor.

A successful business exit starts long before the buyer shows up.From cleaning up the financials and understanding what ...
08/19/2026

A successful business exit starts long before the buyer shows up.

From cleaning up the financials and understanding what the business is worth to evaluating tax strategies, estate planning and the eventual deal structure, many of the biggest decisions happen well before closing day.

Waiting until the sale is already underway can mean having fewer options available.

Swipe through our five-year timeline to see what business owners should be considering before an exit.

Five years from retirement? The decisions you make now could shape the next 30.Retirement readiness is about more than h...
08/14/2026

Five years from retirement? The decisions you make now could shape the next 30.

Retirement readiness is about more than hitting a certain number in your portfolio.

Do you know what you’ll actually need each month? When you’ll claim Social Security? How your different accounts will be taxed? What happens if the market drops right after you retire? And if you’re retiring before 65, how will you cover healthcare until Medicare?

If you’re within five years of retirement, these are questions worth answering before your last day of work—not after.

Swipe through the checklist and see how many you can confidently check off.

Ready to take a closer look at your retirement plan? Visit the link below to schedule a consultation.

https://www.falconwealthplanning.com/get-my-free-assessment/?cluid=cl8275tiid3osja6d52453-9788-4277-aac0-6588a254df75

Address

3400 Inland Empire Boulevard #100
Ontario, CA
91764

Opening Hours

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

Website

Alerts

Be the first to know and let us send you an email when Falcon Wealth Planning, Inc. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category