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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...
Episode 9 – Business Owners’ Commonly Asked Tax Questions, Answered – Part 2
As business owners, you likely have questions about the structure you should have in place to attract and retain top talent, as well as save money in taxes. In part two of this two-part series, Jose Feliciano and Jeff Feliciano address questions that business owners...
Group Health Insurance
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...
PODCAST – Live Life on Purpose
- 26. Common IRA Mistakes You Want to Avoid January 12, 2022
- 25. The Biggest Concerns for Families of Wealth December 29, 2021
- 24. Common Retirement Planning Mistakes to Avoid December 15, 2021