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It’s a new year. It’s a new president. Are you prepared for the changes that are coming this year?
In this episode, Jose Feliciano and Jeff Feliciano teach you to prioritize, and become more organized in order to achieve your financial goals. They share some insights on what to expect for this year with the new presidency and how they plan to help.
In this episode you will learn:
- Common concerns for clients so far in 2021
- How Jose and Jeff are helping clients through the process of planning in 2021
- The reaction towards managing money
- What to expect for taxes in 2021
- And more!
Tune in as Jose Feliciano and Jeff Feliciano help you to plan for 2021!