Feliciano Insurance

04/29/2022

Whether you bought a shirt you did not need or neglected to pay your debts, everyone has made a bad decision in their spending habits.

But, taking the initiative to learn more about the next steps in your financial planning will help you hit those future goals.

We are so happy that our career is focused on helping clients achieve their goals and live a healthier and happier life.

In this episode of Live Life on Purpose, Jeff and Jose talk about several bad financial habits and decisions that we encourage you to avoid making.

To create a strong financial plan, you should consider avoiding the following:

1️⃣: Impulse purchases

2️⃣: Pressures to keep up with your peers

3️⃣: Over spending your raise

4️⃣: Ignoring debt

5️⃣: Not having a emergency fund

6️⃣: Following a financial plan that does not support your lifestyle

7️⃣: Being too emotionally invested in your investments

We would love for you to listen to the full episode of Live Life on Purpose if you are interested in improving your financial habits. We want to help you reach your financial goals

Please let us know if you have any questions!

https://bit.ly/Ep32-Habits

Learn How to Avoid These Critical Financial Bad Habits (Ep. 32) April 13, 2022Education, Finance, Financial, Investing, Investment, Retire, RetirementCommunication, Debt, Emergency Fund, Family, Feliciano Financial Group, Financial Advisor, Live Life On Purpose, Planning, Retirementlivelifeonpurpose...

04/21/2022

Whether you are working towards paying off your mortgage, saving for your retirement or putting aside money for an emergency fund, we strongly believe creating a plan helps clients reach their specific goals.

We would appreciate it if you listen to this clip from the latest episode of Live Life on Purpose to hear how Jeff and Jose focus on creating plans and strategies for our clients to assist their progression towards their amazing goals.

04/18/2022

As you get older, your financial goals and focus changes, and that's okay.

At Feliciano Financial, we want to help our clients actively monitor their finances according to their personal situation and successfully assist in their personal growth.

We would love it if you took some time out of your day to listen to the recent episode of Live Life on Purpose. Jose and Jeff hope to provide you insightful conversations on how to effectively shift your financial goals according to your personal situation to achieve them faster.

If you find value in this episode, share it with your friends.https://bit.ly/Ep32-Habits

04/15/2022

It can be easy to slip into habits that are not as financially responsible for saving long term as they could be. It is important to have a strategy for your savings and investments to reach your financial goals.

Financial decisions are emotional.

That is why we want to help you feel comfortable with creating a lifestyle that best fits your financial plans and assist you in the process of saving for your goals long term.

In this episode of Live Life on Purpose, we talk about good financial habits and discuss how to create a planning process to identify certain goals to adapt your portfolio to reflect those.

To create a strong financial plan, you should consider the following:

1️⃣: Creating a game plan

2️⃣: Considering volatility

3️⃣: Understanding your risk tolerance

4️⃣: Identifying your timeframe

5️⃣: Emphasizing consistency

6️⃣: Diversifying your portfolio

7️⃣: Seeking guidance

8️⃣: Putting your emotions to the side

Please let us know if you have any questions. We would love for you to listen to the full episode of Live Life on Purpose if you are interested in creating a change in how you exercise your finances.

https://bit.ly/386XcxH

Some Good Financial Habits to Have (Ep. 31) March 30, 2022Education, Finance, Financial, Investing, Investment, Retire, RetirementCommunication, Estate Planning, Family, Feliciano Financial Group, Financial Advisor, Live Life On Purpose, Planning, Retirement, Volatilitylivelifeonpurpose It might be....

04/12/2022

Planning your investments is extremely personal, and how you choose to invest should be tailored to your specific needs.

We hope you check out this week’s episode of Live Life on Purpose to learn best practices in your financial planning and explore the various tools that can help you reach your financial goals.

Thank you for listening, we would love to hear your thoughts on good financial habits!

https://bit.ly/386XcxH

04/07/2022

Diversification is important to building a strong portfolio.

Because of that, we want to support our clients through the process of rebalancing their portfolios for their long-term success goals.

If you want to hear more about why a diversified portfolio is critical for your investments, please listen to this short clip from my podcast.

Thank you for taking interest in good financial habits!

Disclosure: Diversification is a risk management tool and does not guarantee a profit.

04/04/2022

Because no two individuals or no two families are the same, we believe that no two financial plans should be the same. Considering your personal goals, lifestyles, and future plans is such an important part of how our office helps you to develop a tailored investment strategy.

We hope you listen to this week’s episode of Live Life on Purpose, to hear Jeff and Jose discuss how you can practice effective financial planning habits to fit your lifestyle and goals.

We hope we can help you work towards good financial habits, and please consider sharing this podcast if you find value in it.

https://bit.ly/386XcxH

03/31/2022

This year, there's a record breaking number of people that are going self-employed or starting their own business. And it’s very important to our team to make sure that those around us are prepared for this next step.

That’s why Jose and Jeff recently recorded a podcast episode titled “9 Critical Financial Considerations for Business Owners”.

In the episode, Jose and Jeff talk about the following absolutely essential considerations to make when starting your own business. The sooner you address these things, the better position you’ll be in.

1️⃣: Taxes

2️⃣: Insurance

3️⃣: Retirement plans

4️⃣: Business transition

5️⃣: Cashflow

6️⃣: Charitable donations

7️⃣: Estate planning

8️⃣: Contingency planning

9️⃣: A team of financial professionals

If you have any questions at all about any of these considerations, please listen to the latest episode of Life Live on Purpose. We’re passionate about sharing this information with our community to make sure that business owners have all of the tools they need for success.

https://bit.ly/Ep30-Business

9 Critical Financial Considerations for Business Owners (Ep. 30) March 16, 2022Education, Finance, Financial, Investing, Investment, Retire, Retirement, UncategorizedEstate Planning, Family, Feliciano Financial Group, Insurance, Live Life On Purpose, Planning, Small Business, Taxeslivelifeonpurpose....

03/29/2022

More and more people have been changing their career and starting a business since the start of the pandemic.

It is important to be proactive and consider planning for the future of your business and your employees.

We’d love it if you could take a couple minutes to check out the latest episode of my podcast, Live Life on Purpose - it’s important to us to share our knowledge of business ownership with those around us so that they can avoid some costly mistakes.

https://bit.ly/Ep30-Business

03/24/2022

We know that we have been blessed immensely as business owners.

Because of that, we know how important it is to give back to the community that has supported us.

There are endless possibilities to give back, so we want to help you make a decision that works for you.

We spoke about this in the latest episode of our podcast—if you have a second, listen to this short clip to hear more.

Thank you for your time!

03/21/2022

As business owners, we know that owning your own business comes with a lot of responsibilities, but it can also be extremely rewarding.

But to be able to see the return, we believe being prepared for risk and future decisions is pivotal for the success of your business and your employees.

To address the needs of business owners, Jose and Jeff recently recorded an episode of the podcast to help you break down the nine things business owners should plan for, and how it can make your business more attractive to potential employees.

We hope you’ll check it out and find it valuable. https://bit.ly/Ep30-Business