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Episode 10 – Saving Versus Investing
There are a lot of people that take more risks with their savings than they need to in order to guarantee they don’t run out of money in retirement. In this episode, Jose Feliciano and Jeff Feliciano share the difference between saving versus investing for...
Interest Rates and Inflation
One year. It seems incredible, but it has been one year since COVID-19 struck our shores. One year since the World Health Organization declared a pandemic. One year since the markets crashed and the schools closed, and we realized just how much we take toilet paper...
5 Reasons to Consider Wealth Planning
1. Managing Your Finances It has been our experience that many busy people, no matter how well educated or financially sophisticated, don’t have the time or inclination to effectively manage their own financial affairs. To prepare a financial plan with the same...
Tax Planning
Tax planning and financial planning are closely related to each other because of the significant impact that taxes have upon your finances. Any investment made more attractive by the timing of the profit or the way it is taxed is a tax incentive investment. Tax...