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Episode 30: Do You Know the 9 Critical Financial Considerations for Business Owners?

Episode 30: Do You Know the 9 Critical Financial Considerations for Business Owners?

by Jose Feliciano | Mar 16, 2022 | Business Planning, Wealth Planning

More and more people have been changing their career and starting a business since the start of the pandemic.  It is important to be proactive and consider planning for the future of your business and your employees. The latest episode of Live Life on Purpose is out...
Episode 30: Do You Know the 9 Critical Financial Considerations for Business Owners?

Episode 25: The Biggest Concerns for Families of Wealth

by Jose Feliciano | Dec 29, 2021 | Business Planning, Income Planning, Retirement Planning, Wealth Planning

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 30: Do You Know the 9 Critical Financial Considerations for Business Owners?

Episode 15 – Crucial Conversations Around Business — Part 2

by Jose Feliciano | Jun 30, 2021 | Business Planning

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

Biden Tax Changes

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...
Episode 30: Do You Know the 9 Critical Financial Considerations for Business Owners?

Episode 11 – How To Focus on Your Financials Now

by Jose Feliciano | Apr 28, 2021 | Business Planning, Insurance Planning, Long-Term Care Planning, Retirement Planning, Wealth Planning

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 30: Do You Know the 9 Critical Financial Considerations for Business Owners?

Episode 9 – Business Owners’ Commonly Asked Tax Questions, Answered – Part 2

by Jose Feliciano | Mar 31, 2021 | Business Planning, Tax Planning, Wealth Planning

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...
« Older Entries

RSS PODCAST – Live Life on Purpose

  • Should Have, Would Have, Could Have: Let’s Talk Taxes (Ep. 34) June 15, 2022
  • Checklist: Here Are The Components of a Planning Process (Ep. 33) May 18, 2022
  • Learn How to Avoid These Critical Financial Bad Habits (Ep. 32) April 13, 2022

Recent Posts

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  • Episode 34: Should Have, Would Have, Could Have: Let’s Talk Taxes
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Tyler Office  |  1828 East Southeast Loop 323, Suite 200, Tyler, TX 75701-8340  |  Mon-Fri: 9:00 AM – 4:00 PM  |  Sat-Sun: By Appointment

Copyright © 2022 Feliciano Financial Group | All rights reserved.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Advisor Launchpad to provide information on a topic that may be of interest. Advisor Launchpad is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through Lion Street Financial, LLC., member FINRA/SIPC. Investment advisory services offered through Lion Street Advisors, LLC. Fixed and traditional insurance offered through Feliciano Financial Group (FFG). Medicaid planning and consulting offered through Geriatric Care Solutions (GCS). FFG and GCS are not affiliated with Lion Street Financial, LLC.

This site is published for residents of the United States only. Registered Representatives and Investment Adviser Representatives of Lion Street Financial, LLC and Lion Street Advisors, LLC respectively, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed.

 

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