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

Episode 14 – The Critical Conversations with Family Members — Part 1

by Jose Feliciano | Jun 9, 2021 | Legacy Planning, Long-Term Care Planning

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...
Biden Tax Changes

Biden Tax Changes

by Jose Feliciano | May 10, 2021 | Business Planning, Income Planning, Legacy Planning, Retirement Planning, Tax Planning, Wealth Planning

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...
Geriatric Care

Geriatric Care

by Jose Feliciano | Mar 26, 2021 | Health Care Planning, Legacy Planning, Retirement Planning

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,...
Elder Care

Elder Care

by Jose Feliciano | Mar 12, 2021 | Health Care Planning, Insurance Planning, Legacy Planning, Retirement Planning

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...
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RSS PODCAST – Live Life on Purpose

  • Financial Considerations While Navigating Divorce (Ep. 36) August 17, 2022
  • Young Families: Learn How To Plan Your Future (Ep. 35) June 29, 2022
  • Should Have, Would Have, Could Have: Let’s Talk Taxes (Ep. 34) June 15, 2022

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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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