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Wealth Management with Morals: The San Antonio BRI Movement
Given today’s news headlines, more people are looking for ways to impact their communities positively, and Biblically Responsible Investing (BRI) is one way to pursue...
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Business Exit Planning: Essential Steps for a Successful Transition
In today’s episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, shares a compelling discussion centered around the unique challenges...
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Exposed: Deception in Financial Counseling
Financial crime, exemplified by Caz Craffy’s deceitful actions, remains a prevalent threat within the financial counseling system, highlighting the importance of vigilance and skepticism. In...
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Four Ways To Get Out of Debt in 2024 and Stay There
If you have a lot of high-interest debt, such as credit card debt, it can sap energy from your financial life. First, it takes a...
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The Power of Roth IRA Conversions
Roth IRA conversions can provide significant tax benefits by allowing tax-free growth and withdrawals, making them a crucial strategy for long-term financial planning and legacy...
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From Principles to Practice: A Comprehensive Guide to BRI Financial Planning
In the heart of San Antonio, where traditions run deep and values are held high, a unique form of financial planning is gaining popularity. The...
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Investment Clues for Long-Term Thinking
The impact that inflation is having on consumer costs can’t be overstated, and it is affecting the daily lives of Americans everywhere. In today’s episode...
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Is Being in Debt Really That Bad? (Here’s What a Financial Advisor Thinks)
Overall, Americans owe a tremendous amount of debt – in total, more than $17 trillion of consumer debt. Much of what you hear about debt...
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Assessing the Gold Surge and the Digital Dollar Debate
Costco sold out of gold quickly after offering it for sale at $1,900, surprising many with the demand for this traditionally valuable asset. In this...
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Understanding Inflation: Past, Present, and Future Perspectives
Grocery prices have increased by 25% over the past four years, impacting families everywhere who are facing significant challenges in managing their monthly expenses In...
