Why Your Retirement Plan Needs a Mid-Year Checkup

Why Your Retirement Plan Needs a Mid-Year Checkup

Course-Correct Before Year-End with Smart, Simple Adjustments Introduction When was the last time you looked at your retirement plan—not just your account balance, but your actual strategy? Life moves fast. The market moves faster. A mid-year review helps you pivot...
Why Consider Retirement Planning with Feliciano Financial Group?

Why Consider Retirement Planning with Feliciano Financial Group?

Retirement planning is a complex process that requires careful consideration. While youcan manage it on your own, consulting with financial professionals with integrated financialservices like Feliciano Financial Group can offer several significant benefits:1....
401(k) Freak Out

401(k) Freak Out

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...
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