Live Life on Purpose
Whether you are interviewing a new financial advisor or already working with someone, there are some important questions you should be asking to make sure that these professionals are covering and add
One of the most important decisions that families and business owners can make in their lifetime is aligning with the right financial partner to help guide you through your life financially and making
Let’s face it, life does get busy—but it is important to stay accountable when organizing your financial situation, here and now. In this episode, Jose Feliciano and Jeff Feliciano have a conversation
There are a lot of people that take more risks with their savings than they need to in order to guarantee they don’t run out of money in retirement. In this episode, Jose Feliciano and Jeff Feliciano
As business owners, you likely have questions about the structure you should have in place to attract and retain top talent, as well as save money in taxes. In part two of this two-part series, Jose F
When it comes to saving money, there are so many options available to you, it can be overwhelming to get started. Why not start utilizing investment vehicles to accomplish what is important to you? In
Do you understand the drivers to creating a successful investment experience? In this episode, Jose Feliciano and Jeff Feliciano outline ten key principles of successful investing, some common mistake
It’s a new year. It’s a new president. Are you prepared for the changes that are coming this year? In this episode, Jose Feliciano and Jeff Feliciano teach you to prioritize, and become more organized in order to achieve your financial goals.
If something were to happen to you, what would you want your family’s life to look like? Can you be sure that they would live comfortably? In part one of a two-part series, Jose Feliciano and Jeff Feliciano teach you how to use insurance to protect you...
A lot of families spend a lifetime creating wealth, sacrificing today for the future, but sometimes not giving enough thought about what would happen to their wealth if the unthinkable were to happen. In this episode Jose and Jeff Feliciano discuss why...