by Feliciano Financial Group | Asset Protection, Asset Protection, Business Planning, Capital Gains, College Planning, Estate Planning, Feliciano Financial Group, Financial Advisor, Financial Planner, High-Net Worth Financial Planning, Income Planning, Insurance Planning, Investment Planning, Legacy Planning, Long-Term Care Planning, Portfolio, Retirement Planning, Tax Planning, Wealth Management, Wealth Planning
At a certain level of success, your financial life stops being about accumulation of wealth, it becomes about coordination, clarity, and control. You have built a positive financial future, and now the question shifts from “How much do I have?” to “How do I protect...
by Feliciano Financial Group | Advice, Budgeting, Family, Feliciano Financial Group, Financial Advisor, Financial Planner, Financial Planning, Financial Tips
The “sandwich generation”, those simultaneously caring for aging parents and supporting children, faces a unique and challenging financial tightrope. You’re juggling tuition, caregiving, retirement savings, and maybe even downsizing your home or upgrading your...
by Feliciano Financial Group | Advice, Business Planning, College Planning, Estate Planning, Family, Feliciano Financial Group, Financial Advisor, Financial Planning, Future, Goals, Legacy Planning, Retirement Planning, Tax Planning, Uncategorized, Wealth Planning
Life is full of transitions; some are expected, and some are not. Whether you’re preparing for retirement, changing jobs, selling a business, experiencing a loss, or navigating a divorce, major life changes often bring with them a cascade of financial decisions....
by Feliciano Financial Group | Advice, Communication, Education, Family, Feliciano Financial Group, Financial, Financial Planning, Financial Tips, Future, Goals, multigenerational wealth, Young Families
Money can be one of the most difficult and most important topics to talk about with your children. Whether your kids are in kindergarten or college, the way you introduce financial conversations can shape their future confidence, habits, and values around money. At...
by Feliciano Financial Group | Asset Protection, Estate Planning, Family, Feliciano Financial Group, Financial Advisor, Financial Planner, Financial Planning, Financial Tips, Investing, Investment Planning, Wealth Planning
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...
by Feliciano Financial Group | Asset Protection, Family, Feliciano Financial Group, Financial Advisor, Financial Planner, Financial Planning, Financial Tips, Future, Goals, Live Life On Purpose, Retirement Planning, Wealth Management, Wealth Planning
For many women, financial planning isn’t just about numbers it’s about feeling confident, secure, and in control of your life and future. Yet too often, women are left out of the financial conversation, or they find themselves suddenly responsible for complex...
