Jose Feliciano

But on Friday, March 10, all these words — bank failure, bank run – happened to the Silicon Valley Bank in northern California. #SVB

Jeff and Jose unpack 5 financial tips to consider while navigating a divorce. #divorce #finance #financialfreedom #future

It can be easy to slip into bad habits with your finances, especially with the many distractions and temptations we face everyday. 

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

You never know what comes tomorrow. Take time to plan your future, for your investments AND your estate, for yourself and your loved ones.

Preparation should include a team of professionals to ensure you are making more of your time, money, and looking out for your family.

Identify some of the common IRA mistakes and provide a guide on how to avoid these mistakes. #retirement #IRA #finance

For families of wealth, there can be a number of planning issues and a lot of decisions to be made that can be overwhelming. #wealth

By writing an effective financial plan, you can focus on achieving your goals and focusing on the things that matter most in your life.

Don’t make the mistake of retiring too soon! You just might regret it in the future. #finance #investing #retirement

Ten tips to help empower female investors to have more financial independence now and in the future. #women #financialfreedom

Investors are being reminded of the importance of focusing on their long-term goals instead of following short-term events. #stockmarket #investor

It’s important to take the time to have important open conversations with your parents about their finances. #finance #wealthtransfer #investing

How to approach those necessary money conversations with family members, and the types of questions to ask to be better prepared for the future.

Let’s face it, life does get busy—but it is important to stay accountable when organizing your financial situation, here and now.

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.

Do you understand the drivers to creating a successful investment experience? #financialadvisors #wealth #investing #investor

It’s a new year. It’s a new president. Are you prepared for the changes that are coming this year? #finance #advice #planning