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What Do We Worry About?

What Do We Worry About?

by Jose Feliciano | Apr 19, 2022 | Long-Term Care Planning, Retirement Planning, Wealth Planning

A recent survey found that about 50% of couples do not agree on how much money they should have saved by retirement.¹ However, new research shows that couples who engage in financial planning together tend to be happier and more successful during retirement....
(Live Life on Purpose Ep. 29) Do You Know the 10 Most Common Objections to Estate Planning?

(Live Life on Purpose Ep. 29) Do You Know the 10 Most Common Objections to Estate Planning?

by Jose Feliciano | Mar 2, 2022 | Legacy Planning, Long-Term Care Planning, Retirement Planning

You never know what comes tomorrow. Take time to plan your future, for your investments AND your estate, for yourself and your loved ones. In this episode, Jose Feliciano and Jeff Feliciano identify the 10 common objections to estate planning and why it is important...
(Live Life on Purpose Ep. 29) Do You Know the 10 Most Common Objections to Estate Planning?

Episode 28: The 10 People You Should Have on Your Retirement Team

by Jose Feliciano | Feb 16, 2022 | Insurance Planning, Long-Term Care Planning, Retirement Planning, Tax Planning

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...
(Live Life on Purpose Ep. 29) Do You Know the 10 Most Common Objections to Estate Planning?

Episode 26: Common IRA Mistakes You Want to Avoid

by Jose Feliciano | Jan 12, 2022 | Long-Term Care Planning, Retirement Planning

At some point all of us are going to have to face decisions on what we do with our retirement plans. And there are some things people tend not to think about.  In this episode, Jose Feliciano and Jeff Feliciano identify some of the common IRA mistakes and provide a...
Milestone Ages

Milestone Ages

by Jose Feliciano | Oct 22, 2021 | Long-Term Care Planning, Retirement Planning, Tax Planning

When you’re a kid, there are certain birthdays you can’t help but look forward to.  When you’re sixteen and can drive, for example.  When you turn eighteen and can vote.  When you turn twenty-one and can…well, you know. As adults, we typically don’t see ages the same...
(Live Life on Purpose Ep. 29) Do You Know the 10 Most Common Objections to Estate Planning?

Episode 16: The Important Conversations You Need to Have with Your Parents — Part Three

by Jose Feliciano | Jul 14, 2021 | Insurance Planning, Legacy Planning, Long-Term Care Planning, Retirement Planning

It’s important to take the time to have important open conversations with your parents about their finances. In part three of this mini-series, Jose Feliciano and Jeff Feliciano dive deep into how these conversations will bring your family closer together, create...
« 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

  • The Bear is Back
  • Episode 34: Should Have, Would Have, Could Have: Let’s Talk Taxes
  • The Financial Stress Toll (of Late)
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  • Retirement Makeover

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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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