Retirement Isn’t an Age – It’s a Strategy

Retirement Isn’t an Age – It’s a Strategy

by | Jun 13, 2025 | Asset Protection, Estate Planning, Feliciano Financial Group, Financial Advisor, Financial Planning, Financial Tips, Future, Legacy Planning, Misconceptions, Retirement, Retirement Planning

Retirement Isn’t an Age—It’s a Strategy When most people think about retirement, they picture a finish line: a specific age, a dollar amount, or even a date on the calendar. But in reality, retirement is not a destination—it’s a strategy. And the sooner you shift your...
Why Your Retirement Plan Needs a Mid-Year Checkup

Why Your Retirement Plan Needs a Mid-Year Checkup

by | Jun 11, 2025 | Advice, Business Planning, Estate Planning, Feliciano Financial Group, Financial Advisor, Financial Planner, Financial Planning, Future, Goals, Retirement Planning, Wealth Management

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...
How to Diversify Your Portfolio: A Beginner’s Guide

How to Diversify Your Portfolio: A Beginner’s Guide

by | Jun 6, 2025 | Advice, Asset Protection, Budgeting, Education, Estate Planning, Feliciano Financial Group, Financial, Financial Advisor, Financial Planner, Financial Planning, Financial Tips, Investing, Investment, Investment Planning, Wealth Planning

Investing can feel like navigating a maze, especially with so many options available. One of the most fundamental principles to understand is diversification. It’s not about putting all your eggs in one basket; it’s about spreading your investments across...
The Benefits of Diversification: Protecting Your Investments

The Benefits of Diversification: Protecting Your Investments

by | Jun 5, 2025 | Advice, Asset Protection, Feliciano Financial Group, Financial Advisor, Financial Planner, Financial Planning, Financial Tips, Investment, Investment Planning, Wealth Planning

In the world of investing, diversification is often touted as a cornerstone of sound portfolio management. But what exactly is diversification, and why is it so important? This post will explore the key benefits of this essential strategy. Reduced Risk: The primary...
How Much Life Insurance Do You Need? Finding the Right Coverage

How Much Life Insurance Do You Need? Finding the Right Coverage

by | Jun 4, 2025 | Advice, Asset Protection, Emergency Fund, Family, Feliciano Financial Group, Financial, Financial Advisor, Financial Planner, Financial Planning, Financial Tips, Insurance, Insurance Planning, Insurance Specialist, Life Insurance, Young Families

Determining the right amount of life insurance can feel like a daunting task. There’s no one-size-fits-all answer. The amount of coverage you need depends on a variety of factors, including your financial obligations, your family’s needs, and your...
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