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Episode 14 – The Critical Conversations with Family Members — Part 1
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
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
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
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...
Long-Term Care Planning
One of the best things you can do right now for you and your family is get legal, financial and care plans in place. Doing so allows you to participate in making decisions and ensures your family won’t be forced to make them for you in a crisis situation. We serve...
PODCAST – Live Life on Purpose
- 26. Common IRA Mistakes You Want to Avoid January 12, 2022
- 25. The Biggest Concerns for Families of Wealth December 29, 2021
- 24. Common Retirement Planning Mistakes to Avoid December 15, 2021