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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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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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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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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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Estate Planning: An Essential Part of Your Financial Plan
Think about how hard you’ve worked to accumulate wealth for yourself and your family. You need a legal mechanism to protect your wealth for yourself...
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What Exactly Is Long-Term Financial Planning?
As you move through life, it’s very important to engage in long-term financial planning to achieve your goals. But what exactly is long-term financial planning?...
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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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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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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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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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How To Calculate Your Liabilities as Part of Your Comprehensive Financial Plan
Individuals interested in financial planning in San Antonio, TX need to be aware of how to calculate their liabilities as part of a comprehensive financial...
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Navigating Your Way: Choosing a CFP® in San Antonio with BRI Expertise
Like any journey, our financial travels should lead us to financial security and align with our core values and beliefs. As a high-income earner or...
