The Case for Holistic Financial Planning

The Case for Holistic Financial Planning

by | Jul 16, 2025 | Asset Protection, College Planning, Estate Planning, Feliciano Financial Group, Financial Advisor, Financial Planner, Financial Planning, Health Care Planning, Income Planning, Insurance Planning, Insurance Specialist, Investing, Investment, Investment Planning, Legacy Planning, Life Insurance, Long-Term Care Planning, Retirement Planning, Tax Planning, Wealth Management, Wealth Planning

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 Financial Planning Feels Overwhelming, and How to Fix It

Why Financial Planning Feels Overwhelming, and How to Fix It

by | Jul 11, 2025 | Advice, Asset Protection, Estate Planning, Feliciano Financial Group, Financial Advisor, Financial Planning, Financial Tips, Health Care Planning, Insurance, Insurance Planning, Insurance Specialist, Investing, Investment, Legacy Planning, Life Insurance, Retirement Planning, tax planner, Tax Planning, Wealth Management

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...
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...

28. The 10 People You Should Have on Your Retirement Team

by | Feb 16, 2022 | charity, Education, Finance, Financial, Financial Planner, Insurance Specialist, Investing, Investment, Life Coach, multigenerational wealth, Nutritionist, Personal Trainer, Realtor, Retire, Retirement, tax planner

Being prepared for a life ahead of you is important for the wellbeing of you and your family. Preparation should include a team of professionals to ensure you are making more of your time, money, and looking out for your family. In this episode, Jose Feliciano and...
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