Feliciano Insurance

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) | Live Life on Purpose 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....

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

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) | Live Life on Purpose 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....

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