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5 Lessons Learned from COVID-19, From a Financial Advisor in San Antonio
The world learned a lot from COVID-19. Financially speaking, 2020 was many investors first real-life experience with market volatility. For DIY investors especially, one of...
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10 Examples of When Your Investment Risk Tolerance Might Change
If you were on a gameshow and you just won $1 million, would you continue playing and risk it all, or walk away with the...
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Target Date Fund Vs. Custom Planning: What are They and Which is Better for You?
When it comes to retirement planning, there are a lot of choices (and options within choices) to consider. This can make the process overwhelming, and...
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Business Owners: What ‘Paying Yourself’ Should Mean, but Probably Doesn’t
If you run your own business, you likely put a lot, if not most, of your time and all of your energy into it. You...
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Long-Term Care Vs. Life Insurance: Financial Advisors in San Antonio, Texas Explain
As financial advisors in San Antonio, Texas who specialize in insurance planning, we see a lot of confusion when it comes to long-term-care insurance and...
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Retiring in Texas? Determine Your Retirement Personality and What It Means Financially
Is San Antonio, Texas a good place to retire? If so, where should I retire in Texas? These are two questions we hear a lot...
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What is ‘Necessary’ Debt and How Do You Plan for It?
Just about everyone incurs debt of some kind, at some point in their lives, regardless of their income and net worth, be it a mortgage,...
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Playing Catch Up: 6 Strategies When You Get a Late Start to Retirement Planning
If you’re a little late (or a lot late) in your retirement planning journey, don’t panic. There are things you can do to help make...
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How to Calculate Your Investment Performance Expectations: 10 Things to Consider
No one invests hoping to lose money. But what are your expectations for your financial investments? Are they reasonable? As an investment firm in San...
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Planning a San Antonio Retirement? 5 Considerations When Choosing Where to Retire
Go ahead: Daydream about retirement. Really start thinking about how you’ll spend your time. Envision where you want to live. If possible, even give this...
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Financial Advisor in San Antonio Breaks Down 5 Types of IRAs: Which is Right for You?
An Individual Retirement Account (IRA) can be a great way to save toward your retirement and take advantage of tax benefits. But did you know...
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How to Plan for Long-Term Care (For You and Your Parents)
For most people, planning ahead for their future long-term-care needs ranks right up there with thinking about pre-paying funeral expenses – it’s a task you...
