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Why Every Small Business Needs to Rethink Its 401(k) Strategy
When running a small business, it’s easy to focus on today’s challenges: making payroll, satisfying customers, and keeping the doors open. With many pressing demands,...
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Worried About Outliving Your Savings? How a San Antonio Fiduciary Tackles Longevity Risk
Living a long, healthy life is something most people hope for, and more Americans are doing just that. Thanks to advances in healthcare and lifestyle...
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Stay Calm in Market Storms: Why a Financial Advisor Is Your Retirement Anchor
After years of steady gains in the stock market, 2025 has brought a wave of turbulence that’s hard to ignore. From uncertainty surrounding interest rates...
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Impact Investing in Retirement: Align Your Wealth With Your Values
Are you looking for ways to grow your wealth while supporting causes that truly matter to you? It’s common for many retirees to explore opportunities...
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Are You Ready To Retire? How a Financial Advisor Can Help You Decide
Are you thinking about retiring but wondering if you’re financially ready? You’re not alone. According to recent surveys, 68% of Americans are unsure whether they’ll...
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Putting Your Home in a Trust? Know the Tax Facts First
When it comes to estate planning, many homeowners want to make smart decisions to protect their assets and ensure a smooth transfer to loved ones....
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Plan Your Legacy: San Antonio Financial Advisors for Philanthropy and Smooth Transitions
In San Antonio, many aspire to leave a meaningful legacy—one that not only cares for loved ones but also reflects values and makes a positive...
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Does Your Financial Plan Reflect Your Faith?
Most people build financial plans for retirement, college, and giving, but often don’t stop to think how those plans reflect their beliefs. At PAX Financial...
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Do You Need a Financial Advisor in San Antonio? Top Reasons To Ditch DIY for Retirement
Trying to plan retirement on your own? With rising costs, market uncertainty, and a flood of conflicting advice online, many Texans are finding that DIY...
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Maximize Your Retirement Income: Why a Financial Advisor Beats DIY Planning
Many start with DIY retirement planning, thinking it’s relatively simple and a good way to save on costs. However, as assets grow, things become far...
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Protect Your Nest Egg: How a Fiduciary Helps Shield Your Portfolio in Retirement
Daily headlines about market volatility, rising inflation, and the possibility of higher taxes leave most feeling overwhelmed and uncertain. For retirees and those nearing retirement,...
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Tax-Smart Retirement: How a San Antonio Fiduciary Saves You Money in Your 50s
Are taxes threatening your retirement savings? If you’re in your 50s and starting to think more seriously about retirement, you’re right to be concerned about...
