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Chapters of Change: Financial Stories that Defined 2023
2023, a year marked by unforeseen events and economic shifts, offered a dynamic canvas where global trade tensions, technological strides, and cultural influences converged, shaping...
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Planning Your Path to Success in the New Year
Many people set New Year’s resolutions, but how many people actually achieve them? In today’s episode of Retire in Texas, Darryl Lyons takes a unique...
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Biblically Responsible Investing: Merging Faith and Finances
The intersection of faith and finance isn’t just a topic for sermons on Sunday; More and more individuals and couples are seeking ways to ensure...
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Tax-Smart Philanthropy
As the year draws to a close, the demand for information on charitable donations is on the rise. In today’s episode of Retire in Texas,...
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Why BRI Matters: Insights from a Leading San Antonio Financial Advisor
Given the turmoil in today’s world, many of us are looking for ways we can make a meaningful difference, not only in our personal lives...
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How to Find a CFP® Who Practices BRI Principles: A Step-by-Step Guide
Navigating the intricate world of financial planning can be daunting, especially when seeking professionals who align with your faith and values. Many individuals and families...
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The Financial Forecast: Preparing Today for Tomorrow’s Tax Landscape
Emphasizing the essence of comprehensive financial planning, it is crucial not only to strategize for present tax implications but also to meticulously plan for the...
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5 Important Factors To Consider Before You Sell Your Business
You deserve it. You have spent decades making financial, personal and emotional sacrifices, and now is the day to reap the reward. As a fellow...
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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...
