by Jose Feliciano | May 3, 2022 | Income Planning, Uncategorized, Wealth Planning
Have you ever thought about what you would do if a windfall dropped in your lap? It’s not that unusual. After all: The U.S. is experiencing the greatest wealth transfer in history. Nearly $68 trillion, mostly held by baby boomers, will be transferred to heirs in the...
by Jose Feliciano | Apr 26, 2022 | Investment Planning, Retirement Planning
The U.S. housing market is still suffering from low inventory: too few houses available for the numbers of home-seeking buyers. Naturally, the capitalist principals of supply and demand kick in, meaning that prices inevitably rise when there are too few products...
by Jose Feliciano | Apr 19, 2022 | Long-Term Care Planning, Retirement Planning, Wealth Planning
A recent survey found that about 50% of couples do not agree on how much money they should have saved by retirement.¹ However, new research shows that couples who engage in financial planning together tend to be happier and more successful during retirement....
by Jose Feliciano | Apr 13, 2022 | Podcast
Learn How to Avoid These Critical Financial Bad Habits (Ep. 32) Summary: It can be easy to slip into bad habits with your finances, especially with the many distractions and temptations we face everyday. It’s important to learn how to question and say no to...
by Jose Feliciano | Apr 12, 2022 | Retirement Planning
Part of the retirement planning process is realistically imagining what you want your life to look like. Bear in mind that you’re really only planning for the first chapter of retirement — the one where you travel, pursue hobbies and spend more time with family and...