by Feliciano Financial Group | Advice, Asset Protection, Estate Planning, Feliciano Financial Group, Financial Advisor, Financial Planning, Financial Tips, Future, Goals, Health Care Planning, Insurance, Insurance Planning, Investment, Investment Planning, Legacy Planning, Life Insurance, Retirement Planning, Tax Planning, Wealth Management
Why ‘Holistic Planning’ Isn’t Just a Buzzword, It’s a Lifesaver If you’ve ever felt overwhelmed by the sheer number of financial decisions you have to make setting up retirement accounts, Individual Health Insurance, life insurance, investments, estate...
by Feliciano Financial Group | Budgeting, Business Planning, Estate Planning, Feliciano Financial Group, Financial Advisor, Financial Planner, Financial Planning, Financial Tips, Future, Goals, Retirement Planning, Wealth Management
Too often, financial planning focuses on surface-level questions: “How much do I need to retire?” “Am I saving enough?” “What should I invest in?” Those are important—but they’re not where we start. At Feliciano Financial Group, we begin with the questions beneath the...
by Feliciano Financial Group | Estate Planning, Family, Feliciano Financial Group, Financial Advisor, Financial Planner, Financial Planning, Financial Tips, Holidays, Legacy Planning, Retirement Planning
Many people think of legacy planning as something that happens near the end of life—but at Feliciano Financial Group, we believe it’s something that should begin the moment you start building wealth. Why? Because your legacy isn’t just about money. It’s about values,...
by Feliciano Financial Group | 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...
by Feliciano Financial Group | 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...
by Feliciano Financial Group | 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...
