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.
Before making an investment decision, ask yourself, “Should I invest in the market now?” But at the end of the day, investors are being reminded of the importance of focusing on their long-term goals instead of following short-term events. In this episode, Jose...
Earlier this summer, the US Postal Service announced that Yogi Berra, the legendary Yankees catcher, would be given his own postage stamp.[1] It’s a tremendous honor, as Yogi is only the thirtieth baseball player in history to have his face on a stamp…and the USPS...
It’s important to take the time to have important open conversations with your parents about their finances. In part three of this mini-series, Jose Feliciano and Jeff Feliciano dive deep into how these conversations will bring your family closer together, create...
Several professional designations, degrees or memberships indicate that the financial advisor has met educational, experience and ethical qualifications. The following (selected from a list of 80 designations, 72 associations) list is presented for your benefit – not...