Tag: Financial Planning

2022 FEATURE
Financial Considerations While Navigating Divorce (Ep. 36)

Financial Considerations While Navigating Divorce (Ep. 36)

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It’s understandable if you’re nervous about getting divorced. However, Jose and Jeff Feliciano are here to help you!

In this episode, Jeff and Jose unpack 5 financial tips to consider while navigating a divorce.  These are the same tips they’ve shared with numerous couples, including those with children and property from previous marriages. 

Jose and Jeff discuss: 

  • The truth about blending families, especially if you have young children
  • 3 financial questions to ask your partner before you even think about getting married
  • Why combining vs. separating finances aren’t the only options – and why successful couples opt for a third strategy
  • The biggest mistake new couples make with property (it’s difficult to reverse!)
  • A mistake that could allow your new spouse to disinherit your kids if you were to pass away (and how to avoid this!)
  • And more!

Book time with Jose and Jeff Feliciano: 

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2022 FEATURE
Checklist: Here Are The Components of a Planning Process (Ep. 33)

Checklist: Here Are The Components of a Planning Process (Ep. 33)

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Whether you changed jobs, are at a new stage in your life, or the markets have experienced a change, it’s crucial to review your portfolio and its structure to best fit your goals.

In this episode, Jose and Jeff Feliciano reveal their checklist to ensure you and your advisor are hitting the right components of a planning process. Together, they give you the tips you need to approach change in your portfolio and better support your loved ones. 

Jeff and Jose discuss: 

  • The importance of reviewing your objectives and risk tolerance on a yearly basis
  • How to nail down your asset structure to have an efficient growth strategy
  • Tips to better manage your cash flow — particularly in a state of inflation
  • Financial strategies to support your loved ones
  • And more!

Resources:

Connect with Feliciano Financial Group:

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27. How to Adequately Prepare for YOUR Retirement

27. How to Adequately Prepare for YOUR Retirement

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The number one question that is asked when planning for retirement is, “How much money do I need to retire?”

It is an important question to talk about today, to put you closer on track to your goal and consider the many options you have to sustain a happy retirement.

In this episode, Jose Feliciano and Jeff Feliciano highlight the common questions and concerns that come from retirement planning, and discuss how you can create an action plan for both you and your family.

Jose and Jeff discusses: 

  •  How to identify and plan your retirement savings based on your living habits today
  • The importance of aligning charity goals with a retirement action plan
  •  Identifying and analysing financial risk and how that can affect you in retirement  
  •  How to put structure on your assets to encourage multigenerational wealth
  • And more

Connect With Feliciano Financial Group:

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22. Planning for the Unexpected, Part Two

22. Planning for the Unexpected, Part Two

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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, they share their advice about what to do in the case of an unexpected job loss or forced early retirement, and how to ensure that your financial plan will protect you in case of either event. 

Jose and Jeff discuss: 

  • The options available in an your retirement package offered by your employer
  • How to manage a salary gap if you end up unemployed in your employment years
  • Different financial options available to you when you lose your job or are forced into early retirement 
  • And more

Resources:

Connect With Feliciano Financial Group:

 

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21. Planning For The Unexpected, Part One

21. Planning For The Unexpected, Part One

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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 times of uncertainty?

In this episode, Jose Feliciano and Jeff Feliciano discuss how to prepare a plan to ensure you and your family are protected through the unexpected events in life.

Jose and Jeff discuss: 

  • The types of emergencies that may arise in your life that you need to prepare for
  • How much money you need in an accessible emergency fund
  • How they can help you during a large market correction
  • And more

Connect With Feliciano Financial Group:

 

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