At some point all of us are going to have to face decisions on what we do with our retirement plans. And there are some things people tend not to think about. In this episode, Jose Feliciano and Jeff Feliciano identify some of the common IRA mistakes and provide a guide on how to avoid …
For families of wealth, there can be a number of planning issues and a lot of decisions to be made that can be overwhelming. But involving a planning professional can help you to maintain—and continue to grow—your family’s wealth. In this episode, Jose Feliciano and Jeff Feliciano discuss the biggest concerns for families of wealth …
Retirement is a big decision and something that shouldn’t be taken lightly. If you plan on retiring soon, you should be planning ahead to avoid the most common mistakes of retirement planning. In this episode, Jose Feliciano and Jeff Feliciano walk through some of the most common retirement mistakes people make and how to address …
Most people do their financial and tax planning at the beginning of the year to set goals for the year, big expenses for the year, and much more. But more often than not, what people don’t realize is sometimes the most important review that you can do is at the end of each year. In …
If the past year and a half has taught us anything, it is that life is full of unexpected events and changes, including personal emergencies, world events, potential health issues and much more. In part two of this series, Jose Feliciano and Jeff Feliciano continue their discussion about planning for the unexpected. In this episode, …
If the past year and a half has taught us anything, it is that life is full of unexpected events and changes, including personal emergencies, world events, potential health issues and much more. But, do you have a structured plan in place to prepare for the unexpected, to keep you on track and calm during …
By writing an effective financial plan, you can focus on achieving your goals and focusing on the things that matter most in your life. In this episode, Jose Feliciano and Jeff Feliciano discuss the process of writing an effective financial plan, the typical gaps they notice in clients’ plans, and how they address these gaps. …
Don’t make the mistake of retiring too soon! You just might regret it in the future. To help you find the right time to retire, in this episode, Jose Feliciano and Jeff Feliciano discuss five key steps to take while considering retirement. Jose and Jeff discuss: Why you don’t want to pull the trigger and …
Women still earn less money than men for the same role, but they tend to live longer—which means that every woman should have her own financial plan with her own needs in mind. In this episode, Jose Feliciano and Jeff Feliciano share ten tips to help empower female investors to have more financial independence now …
Before making an investment decision, ask yourself, “Should I invest in the market now?” But at the end of the day, investors are being reminded of the importance of focusing on their long-term goals instead of following short-term events. In this episode, Jose Feliciano and Jeff Feliciano share how investors can use a disciplined approach, …