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25. The Biggest Concerns for Families of Wealth
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...24. Common Retirement Planning Mistakes to Avoid
Retirement is a big decision and something that shouldn’t be taken lightly. If you plan on retiring soon, you should be planning ahead to avoid the most common mistakes of retirement planning. In this episode, Jose Feliciano and Jeff Feliciano walk through some of the...
Cyber Savvy- A Continuing Education
Cyberattacks are one of the fastest-growing crimes in the U.S. Throughout the past few years, companies have experienced significant data breaches as fraudsters seek to gain the world’s most valuable currency: data. The network monitoring firm SolarWinds recently...23. The End of Year Review Process
Most people do their financial and tax planning at the beginning of the year to set goals for the year, big expenses for the year, and much more. But more often than not, what people don’t realize is sometimes the most important review that you can do is at the end...