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Self-Reflection and Financial Planning
With the 2024 presidential election right around the corner, the significance of focusing on what one can control amid external uncertainties can’t be stressed enough....
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Investing in a Year of Political Noise
With the 2024 Presidential election just around the corner, it is more important than ever to equip ourselves with the knowledge and mindset necessary to...
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Maximize Savings: Key Tax Deductions Every Senior Must Know
Raise your hand if you keep up with the never-ending changes to the U.S. tax code! If you are nearing retirement or have recently retired,...
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Understanding Financial Implications of the 2024 Election
As the 2024 Presidential election approaches, it’s crucial for Americans to discern what truly matters to them in order to make informed voting decisions. In...
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Setting Financial Goals for 2024: A Checklist
It’s a new year – and time for New Year’s resolutions. One of the most important financial resolutions you can make is to set financial...
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Estate Strategies: Maximizing Wealth, Minimizing Taxes
For 2024, estates exceeding $13,610,000 (or $26 million for married couples) may be subject to estate taxes, making strategic planning essential for wealth preservation, and...
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Retiring in 2024? 5 Steps To Take Now
A new year has recently begun! That’s always a time to think about new beginnings. But what if your primary new beginning for 2024 is...
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Biblical Responsible Investing: Decoding Christian Financial Wisdom
Did you know that Christians collectively hold a substantial 55% share of the world’s entire wealth.? In today’s episode of “Retire in Texas,” Darryl Lyons...
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Does Your Financial Plan Match Your Financial Goals?
A financial plan is many things, including a way to manage cash flow, debt, savings, investments, and insurance. But above all, financing planning in San...
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Achieving Financial Goals and Making a Community Impact
While the focus of financial services often gravitates towards investment strategies and market forecasts, the essence of fostering trust through open communication, integrity, and making...
