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A Comprehensive Financial Planning Checklist for the New Coronavirus Environment
Planning for the future has always been important, but as the Coronavirus pandemic continues to change life as we know it, a financial plan has...
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How to Stay Calm During the Pandemic and Focused on Your San Antonio Retirement
There is plenty to worry about these days, even as the country attempts to reopen and return to some kind of normalcy. Has the Coronavirus...
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What the Coronavirus Stimulus Package Means For You
Congress approved the $2 trillion Coronavirus Aid, Relief, and Economic Security (CARES) Act on March 27, 2020, and it was quickly signed into law. This...
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Why ‘Sticking Your Head in the Sand’ Isn’t an Option
New information surrounding COVID-19 and the market is constant. It’s important to quiet the noise and decipher what is important. However, tuning it out altogether...
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An Update on the Coronavirus and Bear Market
We are absolutely in an unprecedented time right now and we hope you’re all safe and healthy. As the Coronavirus pandemic continues, as well as...
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5 Things You Can’t Predict About the Future (And What To Do About It)
The future is full of unknowns. It’s important to remember that receiving full service financial services doesn’t mean your advisor has a crystal ball. (Even...
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FOMO and Financial Planning: How to Tame Your Fear Of Missing Out
There are many reasons why people knowingly spend outside their means, but a common culprit is FOMO. FOMO – or the Fear Of Missing Out...
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How to Build Your Dream Life Without Going into Massive Credit Card Debt
Most people have at least one credit card. And that’s OK. In fact, many credit cards offer financial benefits, such as points that can be...
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To Refi or Not to Refi? What to Consider
Mortgage payments are one of the biggest monthly expenses in most households, so it makes sense that refinancing is often on people’s minds. Is now...
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8 Steps to Planning a Trip Without Breaking the Bank
Research shows that nearly 75 percent of Americans have gone into debt to pay for a vacation, with the debt averaging $1,108. You likely have...
