Portfolio – Live Life on Purpose

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

By livelifeonpurpose | June 15, 2022

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!

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

By livelifeonpurpose | May 18, 2022

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!