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

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 continu

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

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

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 pa

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,

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 p

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 step

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 F

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