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.
Taxes are likely going up. That’s a phrase no one wants to hear – but for some Americans, it may soon become a reality. You see, on April 28, President Biden unveiled his American Families Plan, which seeks to expand funding for education, childcare, and paid...
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...
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 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...
As a professional, you need a specialist approach to help you manage your finances. You’ve worked hard to reach your place in your profession. And with the demands of your profession comes unique financial requirements. That’s why Feliciano Financial works with...
A number of years ago, Vance Packard wrote a best selling book called “The Hidden Persuaders.” The book explored at length the reasons (usually subliminal) people buy certain products including, among other things, life insurance. In the book, Packard quotes from a...