Your answers to these 22 questions could define your retirement lifestyle. Schedule your "No-Cost" Strategy Session today and let's learn the answers together.
One of the most common and most debated, financial questions we hear is this: “Should I pay off my mortgage early, or should I invest the extra cash instead?” At first glance, it seems like a simple math problem. But as with most financial decisions, the answer...
In a world where financial advice often comes in fragmented pieces, investment tips here, tax guidance there, it’s easy to miss the bigger picture. But your financial life isn’t made up of silos. Every decision affects the others, and without a clear, connected plan,...
Why Smart Tech Is Powerful, But Human Guidance Is Priceless Artificial intelligence (AI) and automation aren’t just buzzwords,they’re already transforming how we manage, invest, and plan our finances. From robo-advisors to budgeting apps to algorithm-driven insurance,...
It’s not just you. Most people feel overwhelmed when it comes to financial planning. Whether it’s balancing investments, understanding insurance policies, or figuring out when to retire, trying to do it all alone can feel like assembling a 10,000-piece puzzle without...
Why ‘Holistic Planning’ Isn’t Just a Buzzword, It’s a Lifesaver If you’ve ever felt overwhelmed by the sheer number of financial decisions you have to make setting up retirement accounts, Individual Health Insurance, life insurance, investments, estate...
Too often, financial planning focuses on surface-level questions: “How much do I need to retire?” “Am I saving enough?” “What should I invest in?” Those are important—but they’re not where we start. At Feliciano Financial Group, we begin with the questions beneath the...