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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...
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Faith and Finance: The Spiritual Battle for Your Wealth
Just as businesses have target markets, financial thieves also target specific groups, which emphasizes the need for heightened awareness in safeguarding against evolving threats. In...
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BRI Financial Planning Tips from a San Antonio Financial Advisor
If you are like most people, you spend time each month looking at your financial statements, but how often do you consider the impact of...
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2024 Vision: Proactive Strategies for Financial Well-being
In today’s insightful episode of Retire in Texas, Darryl Lyons takes listeners on a comprehensive journey through his top ten convictions for 2024. The episode...
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Chapters of Change: Financial Stories that Defined 2023
2023, a year marked by unforeseen events and economic shifts, offered a dynamic canvas where global trade tensions, technological strides, and cultural influences converged, shaping...
