by Jose Feliciano | Oct 11, 2022 | Business Planning, Wealth Planning
Recently, an acquaintance came to me with his most recent 401(k) statement. He was, quite frankly, shocked by what he saw. In his words, he was “Having a freakout about my 401(k).” He asked for help understanding what it was he was looking at…and why, exactly, his...
by Jose Feliciano | May 10, 2021 | Business Planning, Income Planning, Legacy Planning, Retirement Planning, Tax Planning, Wealth Planning
Taxes are likely going up. That’s a phrase no one wants to hear – but for some Americans, it may soon become a reality. You see, on April 28, President Biden unveiled his American Families Plan, which seeks to expand funding for education, childcare, and paid...
by Jose Feliciano | Feb 19, 2021 | Business Planning, Health Care Planning, Insurance Planning
Medical expenses can quickly add up, and most people are unable to pay for health care out of pocket. In order to defray these costs, people purchase health insurance. There are two primary venues for health insurance: individual policies and group policies. Although...
