Falcon Wealth Planning, Inc.

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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.

10/14/2026

Selling an investment at a loss doesn’t automatically mean you get the tax benefit.

If you buy the same or a substantially identical investment too soon, the wash-sale rule can disallow that loss.

The important part is understanding the 30-day window and how to stay invested without accidentally triggering the rule.

Watch the video for a simple breakdown.

10/12/2026

A losing investment may still have some tax value.

Tax-loss harvesting can allow investment losses to offset capital gains, and in some cases, a portion of excess losses may also offset ordinary income or carry forward to future years.

The key is making sure the tax move still fits the investment plan.

Watch our video for a simple breakdown of how it works.

Your FSA is part of your tax and cash-flow strategy, not just a benefits account.Because unused funds may be forfeited d...
10/09/2026

Your FSA is part of your tax and cash-flow strategy, not just a benefits account.

Because unused funds may be forfeited depending on your plan, it’s worth checking your deadline, rollover rules, and eligible expenses before year-end.

Using those dollars intentionally can help make sure money you already set aside actually supports expenses you planned for.

Check your plan details now and see what may still need to be used.

A $100 million custody minimum could force some RIAs to rethink where they do business.Falcon Wealth Planning Founder an...
10/06/2026

A $100 million custody minimum could force some RIAs to rethink where they do business.

Falcon Wealth Planning Founder and CEO Gabriel Shahin was recently featured in InvestmentNews, sharing his perspective on Fidelity’s new custody threshold and the broader economics driving custodians to become more selective.

The article also looks at tighter rules around long-short SMAs, consolidation pressure, and what these shifts may mean for smaller independent advisory firms.

Link in bio for full article.

If you’re treating your HSA like a glorified medical wallet, you may be missing the point.HSAs can offer a rare combinat...
10/06/2026

If you’re treating your HSA like a glorified medical wallet, you may be missing the point.

HSAs can offer a rare combination of federal tax advantages: contributions may reduce taxable income, invested growth can be tax-free, and qualified medical withdrawals can also come out tax-free.

After 65, the account can become even more flexible as part of a broader retirement strategy.

Swipe through why an HSA may deserve a bigger role in your financial plan.

If every raise comes with an upgrade, your savings may never catch up.Higher income creates more options, but the real o...
10/02/2026

If every raise comes with an upgrade, your savings may never catch up.

Higher income creates more options, but the real opportunity is deciding how much supports today’s lifestyle and how much builds future flexibility.

Swipe through how lifestyle creep can quietly absorb the difference.

Want a clearer plan for what to do with your next raise?

Visit the link below to schedule a free consultation with a Falcon Wealth Planning CFP® professional:
https://www.falconwealthplanning.com/get-my-free-assessment/?cluid=cl8275tiid3osjfe96b150-e10d-4721-93ad-da2763466e14

09/30/2026

December is a bad time to discover something you could have reviewed in September.

Before Q4 starts, it may be worth checking whether your income, taxes, investments, retirement contributions, benefits, and year-end planning are still tracking as intended.

Some decisions can be handled quickly; others need more runway.

Use this checklist to see what may deserve a closer look now.

A scary headline can change your mood faster than it should change your portfolio.Falcon Wealth Planning Founder and CEO...
09/29/2026

A scary headline can change your mood faster than it should change your portfolio.

Falcon Wealth Planning Founder and CEO Gabriel Shahin was recently featured in Business Insider, discussing how fear-driven decisions can pull investors away from their long-term strategy.

He shared how Falcon helps clients separate legitimate risks from emotional reactions and bring the focus back to the broader financial plan.

Read the full article here: https://www.businessinsider.com/how-financial-advisors-keep-doomers-from-blowing-up-their-portfolios-2026-9

One big income year can raise your Medicare costs later.A Roth conversion, RMD, or large capital gain can increase modif...
09/25/2026

One big income year can raise your Medicare costs later.

A Roth conversion, RMD, or large capital gain can increase modified adjusted gross income and potentially affect Medicare premiums two years later through IRMAA.

That’s why Medicare planning works better when it’s connected to the income decisions that came before it.

Swipe through what to review as open enrollment approaches.

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

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