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5 Best High Net Worth Tax Planning Strategies
Tax planning for high-net-worth individuals is a vital aspect of financial wellbeing. Whether you’re an entrepreneur or just getting started in your career, these tax...
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Pharma Rep Wrestles With Retirement With Mary Brooksbank
Most of us die with regrets. Amongst the top ones? “I wish I had worked less”… “I wish I had spent more time with the...
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Pros And Cons Of Roth IRA Conversion In Texas
If you’re like many other Americans trying to get organized with their finances during this volatile market, we celebrate you. If you are still procrastinating,...
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From Stock Broker to USAA with Steve Manuel
Employers always say “we value experience”. But as soon as they see gray hair and wrinkles they want someone with “a bit more runway”. If...
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Retired Teacher and Coach Makes up for Lost Travel with Rick Smith
When most of us imagine retirement, we conjure dreams of freedom, wealth and travel. So why is it that so many people throw away their...
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St. Mary’s Law Professor Successfully Pivots with Dave Schlueter
You’ve been blessed with skills over the course of your career. But what are you going to do when you retire? Wasting your God-given skills...
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Walked away form business to go into fulltime ministry with Bill Loveless
Your business could make all the money in the world. But will it buy you happiness? A family who loves you? Connection with God? Sometimes,...
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Want To Minimize Taxes During Your Texas Retirement?
When it comes to retirement in Texas, taxes are often the last thing on your mind. But when you’re looking to maximize your investments during...
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Business in San Antonio with Ed Arnold
In the 21st century, we’re more mobile than ever. Youths from some towns flock towards opportunity, leaving their home economy to dry up. While other...
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Building and Selling an Empire with Brian Booker
There’s no question – retirement frees up a lot of time to spend on your family and hobbies. But after years of building a company,...
