Retirement Planning | Feliciano Financial Group

Private Family Foundations

by Jose Feliciano | Nov 13, 2020 | Legacy Planning, Tax Planning, Wealth Planning

A number of years ago, Vance Packard wrote a best selling book called “The Hidden Persuaders.” The book explored at length the reasons (usually subliminal) people buy certain products including, among other things, life insurance. In the book, Packard quotes from a...

Investment Planning in Coordination with Retirement Plans

by Jose Feliciano | Nov 6, 2020 | Investment Planning, Retirement Planning, Wealth Planning

Many investors have over time developed substantial amounts of retirement assets. In developing an investment portfolio, these assets must be an integral part of the overall design. Current assets and retirement assets need to be considered together. Sometimes assets...

Charitable Tax Deductions

by Jose Feliciano | Oct 23, 2020 | Legacy Planning, Wealth Planning

Congress has long recognized the need for public support of charitable religious organizations and has provided favorable tax treatment for gifts to organizations that the Internal Revenue Service determines to be qualified charities. Lifetime gifts to qualified...

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Private Family Foundations

Investment Planning in Coordination with Retirement Plans

Charitable Tax Deductions

PODCAST – Live Life on Purpose

Recent Posts

Categories

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(903) 533-8585