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Maximize Savings: Key Tax Deductions Every Senior Must Know
Raise your hand if you keep up with the never-ending changes to the U.S. tax code! If you are nearing retirement or have recently retired,...
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Setting Financial Goals for 2024: A Checklist
It’s a new year – and time for New Year’s resolutions. One of the most important financial resolutions you can make is to set financial...
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Retiring in 2024? 5 Steps To Take Now
A new year has recently begun! That’s always a time to think about new beginnings. But what if your primary new beginning for 2024 is...
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Does Your Financial Plan Match Your Financial Goals?
A financial plan is many things, including a way to manage cash flow, debt, savings, investments, and insurance. But above all, financing planning in San...
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BRI Financial Planning Tips from a San Antonio Financial Advisor
If you are like most people, you spend time each month looking at your financial statements, but how often do you consider the impact of...
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Biblically Responsible Investing: Merging Faith and Finances
The intersection of faith and finance isn’t just a topic for sermons on Sunday; More and more individuals and couples are seeking ways to ensure...
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Why BRI Matters: Insights from a Leading San Antonio Financial Advisor
Given the turmoil in today’s world, many of us are looking for ways we can make a meaningful difference, not only in our personal lives...
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How to Find a CFP® Who Practices BRI Principles: A Step-by-Step Guide
Navigating the intricate world of financial planning can be daunting, especially when seeking professionals who align with your faith and values. Many individuals and families...
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5 Important Factors To Consider Before You Sell Your Business
You deserve it. You have spent decades making financial, personal and emotional sacrifices, and now is the day to reap the reward. As a fellow...
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Can Strategic Financial Planning in San Antonio Help Lower Your Taxes?
As a high-income earning entrepreneur, professional, business owner, or executive, you’ve worked hard to accumulate significant wealth over the years. While this accomplishment brings great...
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Combining Biblical Values with Modern Financial Strategies
Welcome to a unique discussion that intersects your faith with your financial well-being. Given recent events, both in the United States and abroad, now is...
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San Antonio BRI Financial Planning: Aligning Your Faith and Values
In recent years, the financial world has seen a rise in trends that reflect a deeper, more holistic view of money management. We aren’t just...
