Tax Planning | Feliciano Financial Group

Private Family Foundations

by Jose Feliciano | Nov 13, 2020 | Legacy Planning, Tax Planning, Wealth Planning

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...

College Planning

by Jose Feliciano | Oct 23, 2020 | Income Planning, Tax Planning, Wealth Planning

Achieving your financial goals requires a coordinated, integrated approach. Peace of mind is achieved from knowing that you have planned well. The sooner you start education fund planning the better, since education costs are rising rapidly and aid sources are...

Asset Protection

by Jose Feliciano | Sep 25, 2020 | Tax Planning, Wealth Planning

For professionals, business owners, and high net worth individuals, the danger in leaving assets unprotected is at an all-time high. Although as assortment of speakers refers to array of “bulletproof” strategies, to protect valuable assets, the truth is no such...

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Private Family Foundations

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Recent Posts

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Archives

(903) 533-8585