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Advanced Tax Strategies for Your Financial Plan
Tax planning plays a significant role in financial planning for high-net-worth individuals. One of the roles of tax planning is to ensure that you pay...
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The Mental Habits of Financial Health
In this week’s episode of Retire in Texas, Darryl Lyons, CEO and co-founder of PAX Financial Group, breaks down the psychology of poverty and the...
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Tax Planning As Part Of Your Financial Plan
Tax planning is an essential part of a comprehensive financial plan. Comprehensive financial plans are designed to achieve your individual goals through cash management of...
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Aligning Your Beliefs with Your Financial Goals
Have you ever wondered how your beliefs shape your financial decisions? In this week’s episode of Retire in Texas, Darryl Lyons, CEO and co-founder of...
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Navigating Investment Quicksand: Practical Tips for Freeing Your Portfolio
In this week’s episode of Retire in Texas, Darryl Lyons, CEO and co-founder of PAX Financial Group, breaks down a number of strategies to get...
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How and When To Make Portfolio Adjustments
Investment portfolios need to be adjusted periodically to make sure that the asset allocations are still optimal to meet your goals and their timeline and...
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The Impact of News Consumption on Your Financial Well-Being
In this week’s episode of Retire in Texas, Darryl Lyons, CEO and co-founder of PAX Financial Group, dives into the effects of news consumption on...
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Navigating Retirement Planning Tools with Jacob Campbell
In this week’s episode of Retire in Texas, Darryl Lyons, CEO and co-founder of PAX Financial Group, dives deep into the essential tools and strategies...
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Mid-Year Tax Check-In: How To Optimize Your Tax Strategy
If you’re like many people, you associate April and perhaps the months immediately before it with tax season. But tax strategy can be best optimized...
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Proxy Power: The Rise of Shareholder Activism
Shareholder activism is having an increasingly growing influence on how corporations make decisions. This trend is largely fueled by the rise of shareholder proxy voting,...
