by Jose Feliciano | Jun 29, 2022 | Podcast
What’s important to you? When looking at your and your family’s future, it’s crucial to integrate goals, challenges, and processes within your plan. From the importance of communication, education, and consistency to debt and budgeting tricks, this week, Jose and...
by Jose Feliciano | Jun 19, 2022 | Uncategorized
Happy Father’s Day! As you know, this special day isn’t just a chance to buy Dad some new cologne or a power drill. It’s an opportunity to reflect on what fathers mean to us. The things they’ve taught, the values they’ve instilled, the examples they’ve set. It’s a...
by Jose Feliciano | Jun 16, 2022 | Investment Planning
On Monday, June 13, investors began the week by digesting a new spate of bad – albeit familiar – news: Inflation continues to surge. In response, the markets sank swiftly and sharply, pushing the S&P 500 officially into bear market territory.1 (A bear market, as...
by Jose Feliciano | Jun 10, 2022 | Podcast
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...
by Jose Feliciano | May 31, 2022 | Retirement Planning, Wealth Planning
In a recent survey by the American Psychological Association, more than 80% of American adults said they were feeling increased financial stress due to: Higher inflation (87%) Ongoing supply chain issues caused by the pandemic (81%) Global uncertainty due to the war...