Happy St. Patrick’s Day!

Happy St. Patrick’s Day!

by | Mar 17, 2022 | Uncategorized

Top ‘o the mornin’ to ya! I hope you have donned your green garb, for St. Patrick’s Day is here! If you’ve skipped the emerald hues, then be prepared to get pinched by Ireland’s legendary mischief maker- the leprechaun! Ireland has a rich culture and colorful history...
An Investment in Kindness

An Investment in Kindness

by | Feb 17, 2022 | Uncategorized

Did you know that February 17th is Random Acts of Kindness Day? There’s a saying that an investment in kindness brings happiness in return.  Recently, I came across a story that shows just how true that is. Rewind back to 2007.  A young man named Claybourne Elder was...

26. Common IRA Mistakes You Want to Avoid

by | Jan 12, 2022 | Uncategorized

At some point all of us are going to have to face decisions on what we do with our retirement plans. And there are some things people tend not to think about.  In this episode, Jose Feliciano and Jeff Feliciano identify some of the common IRA mistakes and provide a...

25. The Biggest Concerns for Families of Wealth

by | Dec 29, 2021 | Uncategorized

For families of wealth, there can be a number of planning issues and a lot of decisions to be made that can be overwhelming.  But involving a planning professional can help you to maintain—and continue to grow—your family’s wealth. In this episode, Jose Feliciano and...
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