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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....
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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...
