by Steve Plunkett | Nov 11, 2024 | Uncategorized
To you, and especially to all who served, Happy Veterans Day! While thinking about the meaning behind the day, we came across an editorial in the Washington Post from a few years back. It was written by a veteran named J. Mark Jackson, who served in the 82nd and...
by Steve Plunkett | Sep 10, 2024 | Estate Planning, Family, Legacy Planning, Life Insurance
The Language of Trusts One of life’s little surprises comes when confronted with a trust containing language that looks like it was written in English, but is not easy to translate. Since trusts are widely used for a variety of estate planning purposes, we have...
by Steve Plunkett | Aug 15, 2024 | Advice, Budgeting, Estate Planning, Family, Feliciano Financial Group, Financial, Financial Planning, Future, Investment Planning, Legacy Planning, Retirement Planning, Tax Planning, Taxes, Wealth Planning
“ho·lis·tic” adjective Characterized by comprehension of the parts of something as intimately interconnected and explicable only by reference to the whole. You see the word “holistic” a lot more than you used to nowadays. That’s because more and more...
by Steve Plunkett | Jul 28, 2021 | Podcast
Before making an investment decision, ask yourself, “Should I invest in the market now?” But at the end of the day, investors are being reminded of the importance of focusing on their long-term goals instead of following short-term events. In this episode, Jeff and...
