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Episode 34: Should Have, Would Have, Could Have: Let’s Talk Taxes

by Jose Feliciano | Jun 10, 2022 | Uncategorized

Live Life on Purpose

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

Summary:

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!

Book time with Jeff Feliciano: 

  • Schedule a Call with Jeff

Connect with Feliciano Financial Group:

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  • (903) 533-8585
  • Feliciano Financial Group
  • LinkedIn: Jose Feliciano
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  • LinkedIn: Feliciano Financial Group
  • Facebook: Feliciano Financial Group

 

RSS PODCAST – Live Life on Purpose

  • Young Families: Learn How To Plan Your Future (Ep. 35) June 29, 2022
  • Should Have, Would Have, Could Have: Let’s Talk Taxes (Ep. 34) June 15, 2022
  • Checklist: Here Are The Components of a Planning Process (Ep. 33) May 18, 2022

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Advisor Launchpad to provide information on a topic that may be of interest. Advisor Launchpad is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through Lion Street Financial, LLC., member FINRA/SIPC. Investment advisory services offered through Lion Street Advisors, LLC. Fixed and traditional insurance offered through Feliciano Financial Group (FFG). Medicaid planning and consulting offered through Geriatric Care Solutions (GCS). FFG and GCS are not affiliated with Lion Street Financial, LLC.

This site is published for residents of the United States only. Registered Representatives and Investment Adviser Representatives of Lion Street Financial, LLC and Lion Street Advisors, LLC respectively, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed.

 

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