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.

10/26/2026

By October, the numbers behind a Roth conversion are usually easier to evaluate.

You may have a clearer view of your full-year income, which can help show whether a conversion could push more income into a higher tax bracket.

The right amount, if any, depends on this year’s actual numbers.

Swipe through why Q4 often becomes an important planning window.

10/21/2026

A charitable gift from your IRA can sometimes do double duty.

For eligible IRA owners age 70½ or older, a Qualified Charitable Distribution (QCD) can send funds directly to charity, generally keep that amount out of taxable income, and count toward a Required Minimum Distribution (RMD) when applicable.

That can make QCDs worth considering as part of a broader retirement and tax-planning strategy.

See how the strategy works in the infographic.

10/20/2026

Think the annual gift limit is $19,000? For married couples, the picture can be different.

In 2026, each spouse can generally use a separate $19,000 annual exclusion for the same recipient, and gift-splitting may apply when only one spouse funds the gift.

Watch the video to see how the rules work before your next large family gift.

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.

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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