It’s important to take the time to have important open conversations with your parents about their finances. In part three of this mini-series, Jose Feliciano and Jeff Feliciano dive deep into how the

Business owners often don’t take the time to call a timeout. But the truth is, it is necessary to focus on a strategic plan for what’s next for the company in the future. In part two of this mini-seri

It can be extremely uncomfortable as talking about money with family members. But there are critical conversations that are almost unavoidable that you need to have with your spouse, kids, and parents

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