Live Life on Purpose

Skip to content
  • About Us
  • Subscribe to Podcast
2022 FEATURE

Should Have, Would Have, Could Have: Let’s Talk Taxes (Ep. 34)


June 15, 2022Education, Finance, Financial, Investing, Investment, Retire, Retirement, UncategorizedAdvice, April, Capital Gains, Feliciano Financial Group, Health Savings Account, Live Life On Purpose, Planning, Portfolio, Retirement Planning, Saving, Tax Planning, Tax Preparation, Taxes, Tipslivelifeonpurpose

We all know that April is a hard-hitting month due to taxes. 

No matter if you missed something while filing and paying your taxes or filed and paid your taxes correctly. This week, Jose and Jeff Feliciano provide you with the tips that can reduce your taxes and help avoid the common feeling of “should have, would have, could have.” They also shed light on retirement planning and the ways it fits within your tax preparation. 

Jose and Jeff discuss: 

  • Tax planning versus tax preparation
  • What you should know about capital gain surprises
  • Reasons it’s important to control what you buy and sell within your portfolio
  • How to distribute your wealth to benefit your portfolio
  • The value of taking advantage of your Health Savings Account (HSA)
  • And more!

Book time with Jeff Feliciano: 

  • Schedule a Call with Jeff

Connect with Feliciano Financial Group:

  • ffg@felicianofinancial.com
  • (903) 533-8585
  • Feliciano Financial Group
  • LinkedIn: Jose Feliciano
  • Facebook: Jose Feliciano
  • Twitter: Jose Feliciano
  • LinkedIn: Feliciano Financial Group
  • Facebook: Feliciano Financial Group
  • Twitter: Feliciano Financial Group

 

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More


Post navigation

← Checklist: Here Are The Components of a Planning Process (Ep. 33) Young Families: Learn How To Plan Your Future (Ep. 35) →

Visit Our Website

Subscribe to Podcast

Apple PodcastsGoogle PodcastsAmazon MusicAndroidby EmailTuneInRSSMore Subscribe Options

Recent Posts

  • Financial Considerations While Navigating Divorce (Ep. 36)
  • Young Families: Learn How To Plan Your Future (Ep. 35)
  • Should Have, Would Have, Could Have: Let’s Talk Taxes (Ep. 34)
  • Checklist: Here Are The Components of a Planning Process (Ep. 33)
  • Learn How to Avoid These Critical Financial Bad Habits (Ep. 32)

Powered by PowerPress Sites.