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Episode 30: Do You Know the 9 Critical Financial Considerations for Business Owners?
More and more people have been changing their career and starting a business since the start of the pandemic. It is important to be proactive and consider planning for the future of your business and your employees. The latest episode of Live Life on Purpose is out...
New Tax-Related Updates for Your 2021 Filing?
A new year means new tax changes. While Congress didn’t pass any major tax reform last year, there are still updated tax provisions that could affect how much money you keep and how much goes to Uncle Sam. Here, I’ve included some of the most significant of these...
Episode 29: Do You Know the 10 Most Common Objections to Estate Planning?
You never know what comes tomorrow. Take time to plan your future, for your investments AND your estate, for yourself and your loved ones. In this episode, Jose Feliciano and Jeff Feliciano identify the 10 common objections to estate planning and why it is important...
