How to Plan a Tax-Efficient Retirement

How to Plan a Tax-Efficient Retirement

Retirement should be a time of freedom and fulfillment not a season of tax surprises. Yet, many retirees unknowingly pay more in taxes than necessary simply because their income sources, withdrawal strategies, and planning weren’t coordinated in advance. At Feliciano...
Why Financial Planning Feels Overwhelming, and How to Fix It

Why Financial Planning Feels Overwhelming, and How to Fix It

It’s not just you. Most people feel overwhelmed when it comes to financial planning. Whether it’s balancing investments, understanding insurance policies, or figuring out when to retire, trying to do it all alone can feel like assembling a 10,000-piece puzzle without...
Why Consider Retirement Planning with Feliciano Financial Group?

Why Consider Retirement Planning with Feliciano Financial Group?

Retirement planning is a complex process that requires careful consideration. While youcan manage it on your own, consulting with financial professionals with integrated financialservices like Feliciano Financial Group can offer several significant benefits:1....

28. The 10 People You Should Have on Your Retirement Team

Being prepared for a life ahead of you is important for the wellbeing of you and your family. Preparation should include a team of professionals to ensure you are making more of your time, money, and looking out for your family. In this episode, Jose Feliciano and...
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