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...
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...
It can be extremely uncomfortable as talking about money with family members. But there are critical conversations that are almost unavoidable that you need to have with your spouse, kids, and parents. In part one of this mini-series, Jose Feliciano and Jeff Feliciano...
Taxes are likely going up. That’s a phrase no one wants to hear – but for some Americans, it may soon become a reality. You see, on April 28, President Biden unveiled his American Families Plan, which seeks to expand funding for education, childcare, and paid...
Navigating Medicaid’s rules and regulations can be a confusing minefield of frustration and stress for many seniors and their families. The application process is one of the biggest hurdles that families face, and with regulations varying by state and circumstances,...
The number of seniors is growing. In 2010, one-sixth of the adult U.S. population was older than 65; by 2030, about one-fourth will be. The problem is that the resources to help seniors stay at home are shrinking. Many seniors are finding that their boomer children...