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....
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...
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...
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...
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...
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...