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Episode 33: Checklist – Here Are The Components of a Planning Process
Whether you changed jobs, are at a new stage in your life, or the markets have experienced a change, it’s crucial to review your portfolio and its structure to best fit your goals. In this episode, Jose and Jeff Feliciano reveal their checklist to ensure you and your...
Retirement Makeover
Many babies born today in the developed world are expected to live nearly 100 years.1 Given the vast changes over the past two decades in medicine, technology and the ways we work, communicate and even entertain ourselves, it’s almost hard to imagine how different...
The Value of Multiple Retirement Income Streams
Retirement planning was historically a little easier. For instance, the average life expectancy in 1950 was 68 years old.1 If you retired at age 62, your retirement plan might need only six years of retirement income. Additionally, with the decline of defined benefit...
