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Prosperity vs. Perception: Unraveling the Economic Disconnect
Despite record highs in major stock market indices and decreasing unemployment rates, many Americans express dissatisfaction and unhappiness, suggesting a disconnect between economic indicators and...
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Navigating Your Way: Choosing a CFP® in San Antonio with BRI Expertise
Like any journey, our financial travels should lead us to financial security and align with our core values and beliefs. As a high-income earner or...
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Protecting Your Wealth: Insights from the Tim Duncan Scandal
Ronald Reagan said it best, trust but verify. In this week’s special edition of Retire in Texas, Darryl Lyons dives into the world of financial...
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How Insurance and Risk Management Fit Into Your Financial Plan
It’s quite common for people to think of insurance as separate from the rest of their financial plan. The reason is simple. Most people think...
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Tax-Smart Retirement Planning: Insights on Roth Conversions
For those looking to optimize their long-term wealth preservation and succession planning, strategic Roth conversions may be the answer you are searching for. In this...
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Investing with Confidence: Understanding Structured Products
If you’re someone who’s hesitant to invest due to fear of market volatility and often find yourself hoarding your money under your mattress, then this...
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Top 3 Things To Consider When Shopping for Life and Health Insurance
Insurance is as important to comprehensive financial planning in San Antonio, TX as budgeting, investing, or saving for retirement. Why? Insurance manages the risk that...
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Finding Balance in Wealth Management
Finding the delicate balance between passive oversight and active involvement in personal financial management is a crucial challenge that everyone has to learn to overcome....
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What To Know About Insurance Risk Management in Your 50s
Insurance Is a Risk Management Tool Insurance risk management is exactly what it sounds like: managing potential risks to your financial life through insurance. People...
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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....
