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...
Why You Should Update Your Trust Regularly: Keeping Your Wishes Alive

Why You Should Update Your Trust Regularly: Keeping Your Wishes Alive

by | Jun 1, 2025 | Advice, Asset Protection, Asset Protection, Estate Planning, Family, Feliciano Financial Group, Financial Tips, Future, Legacy Planning, multigenerational wealth, Retirement Planning, Wealth Management

A living trust is a powerful estate planning tool, allowing you to manage your assets during your lifetime and seamlessly transfer them to your beneficiaries after your passing. However, a trust isn’t a “set it and forget it” document. Just like any...
 What to Include in a Living Trust: A Comprehensive Guide

 What to Include in a Living Trust: A Comprehensive Guide

by | May 29, 2025 | Advice, Asset Protection, Asset Protection, Estate Planning, Family, Feliciano Financial Group, Financial Planning, Financial Tips, Future, Legacy Planning, multigenerational wealth, Wealth Management, Wealth Planning

A living trust is a versatile estate planning tool that offers numerous benefits, including avoiding probate, maintaining privacy, and providing for your loved ones. But what exactly should you include in a living trust? This blog post outlines the essential elements...
Why Consider Retirement Planning with Feliciano Financial Group?

Why Consider Retirement Planning with Feliciano Financial Group?

by | Feb 21, 2025 | Advice, Budgeting, Business Planning, Challenges, Communication, Education, Estate Planning, Family, Feliciano Financial Group, Finance, Financial, Financial Advisor, Financial Planner, Financial Planning, Financial Tips, Future, Goals, Income Planning, Investing, Investment Planning, Legacy Planning, Live Life On Purpose, Long-Term Care Planning, multigenerational wealth, Personal Finances, Planning, Retirement, Retirement Planning, tax planner, Tax Planning, Taxes, Wealth Planning

Retirement planning is a complex process that requires careful consideration. While youcan manage it on your own, consulting with financial professionals with integrated financialservices like Feliciano Financial Group can offer several significant benefits:1....
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