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From Scarcity to Abundance: Parenting in Prosperity
How do you prevent your kids from becoming spoiled, especially when they grow up in a vastly different financial landscape than you did? In today’s...
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Can Strategic Financial Planning in San Antonio Help Lower Your Taxes?
As a high-income earning entrepreneur, professional, business owner, or executive, you’ve worked hard to accumulate significant wealth over the years. While this accomplishment brings great...
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Navigating Finance with Faith – Crucial Considerations
If you are thinking about hiring a financial services firm, it is imperative to consider how that firm’s values align with your own. In today’s...
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Combining Biblical Values with Modern Financial Strategies
Welcome to a unique discussion that intersects your faith with your financial well-being. Given recent events, both in the United States and abroad, now is...
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Life Hacks and Financial Strategies – Mastering Market Noise
Last week, the market went up 5%, yet the headlines in our inboxes were still creating stomach-churning anxiety about how the market was on the...
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San Antonio BRI Financial Planning: Aligning Your Faith and Values
In recent years, the financial world has seen a rise in trends that reflect a deeper, more holistic view of money management. We aren’t just...
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Emotional Investing vs. Logical Decision-Making
It’s crucial to consider a long-term perspective and consult with financial advisors for guidance, especially in times of market uncertainty. Many investors follow the herd...
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The 60-40 Portfolio Shake-Up: Adapting to a Changing Investment Landscape
2022 was the worst performing year for the 60-40 investing strategy since 1937. Even though this may be cause for concern, it is crucial to...
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3 Financial Planning Strategies That Can Kickstart 2024
Planning for 2024 doesn’t have to be a complex, time-consuming ordeal. There are some proactive steps you can take now to position yourself for a...
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Countdown to 2024: Optimize Your Retirement with Five Year-End Steps
If you’re a professional, executive, or business owner in Texas living in the San Antonio area and preparing to retire in 2024, congratulations! As you...
