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Episode 25: The Biggest Concerns for Families of Wealth
For families of wealth, there can be a number of planning issues and a lot of decisions to be made that can be overwhelming. But involving a planning professional can help you to maintain—and continue to grow—your family’s wealth. In this episode, Jose...
Episode 15 – Crucial Conversations Around Business — Part 2
Business owners often don’t take the time to call a timeout. But the truth is, it is necessary to focus on a strategic plan for what’s next for the company in the future. In part two of this mini-series, Jose Feliciano and Jeff Feliciano focus on conversations you...
Biden Tax Changes
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...
Episode 11 – How To Focus on Your Financials Now
Let’s face it, life does get busy—but it is important to stay accountable when organizing your financial situation, here and now. In this episode, Jose Feliciano and Jeff Feliciano have a conversation about what individuals need to hear to help them continue to...