Your answers to these 22 questions could define your retirement lifestyle. Schedule your "No-Cost" Strategy Session today and let's learn the answers together.
If the past year and a half has taught us anything, it is that life is full of unexpected events and changes, including personal emergencies, world events, potential health issues and much more. But, do you have a structured plan in place to prepare for the...
In the 245 years since the signing of the Declaration of Independence, the United States has never once defaulted on its debt. But all that could change on October 18 if Congress does not raise the debt ceiling. Should that happen, there’s a very real possibility...
By writing an effective financial plan, you can focus on achieving your goals and focusing on the things that matter most in your life. In this episode, Jose Feliciano and Jeff Feliciano discuss the process of writing an effective financial plan, the typical gaps they...
Don’t make the mistake of retiring too soon! You just might regret it in the future. To help you find the right time to retire, in this episode, Jose Feliciano and Jeff Feliciano discuss five key steps to take while considering retirement. Jose and Jeff discuss: Why...
It was 20 years ago this month when Stanley Praimnath saw the plane coming right at him. The morning of September 11, 2001 was as clear, bright, and beautiful as could possibly be in downtown Manhattan. On that day, Stanley worked as a bank executive on the...
Women still earn less money than men for the same role, but they tend to live longer—which means that every woman should have her own financial plan with her own needs in mind. In this episode, Jose Feliciano and Jeff Feliciano share ten tips to help empower female...