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Tips for Estate Planning in Texas by Age
Estate planning is neither just for the wealthy nor those nearing retirement. Planning your estate is something that everyone needs to do, and it’s highly...
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Top 5 Texas Estate Planning Questions Answered
When it comes to estate planning, there are a lot of questions that people have. What is the process? What happens if I don’t have...
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Can Your Texas Financial Advisor Help With Estate Planning?
While an estate planning attorney is certainly an integral part in planning out your estate, your financial advisor can also play a key role in...
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Should you Combine Estate and Financial Planning?
Budgeting, saving, and investing are all integral parts of a good financial plan. However, all good plans involve diligent estate planning. Estate planning provides peace...
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What is the Best Way to Avoid Estate Planning Errors in Texas
While creating an estate plan is a great way to ensure a smooth process after your death, creating a plan that avoids the most common...
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Avoid These Seven Tax Planning Mistakes In Texas
As Benjamin Franklin said, “By failing to plan, you are preparing to fail”. This is certainly true when it comes to your taxes. By not...
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5 Things to Have on your Texas Estate Planning Checklist
While both wills and trusts are imperative parts of estate planning in Texas, there are many more essential parts to include if you want a...
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Mitigating Taxes With The Help Of A San Antonio TX Financial Advisor
Some of the best opportunities to save money and build wealth reside in the art of tax mitigation. As a San Antonio, TX, financial advisor,...
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How San Antonio TX Comprehensive Financial Planning Can Reduce Your Tax Burden
It’s a fact of life that your hard-earned income is always subject to local, state, and federal taxes. Your #1 strategy to help mitigate taxes...
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Do I Need A Texas Financial Advisor Or An Accountant?
As hard-working citizens, there comes a time when it’s essential to reach out for help in order to save money more consciously and invest it...
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Minimize Your Tax Liabilities With Smart Investment Strategies
As Mark Twain stated, “The only two certainties in life are death and taxes.” No one wants to pay more in taxes than is absolutely...
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How To Reduce Roth IRA Conversion Taxes In 3 Steps
Roth IRAs (individual retirement accounts) are a great way to save for your golden years, but they can be a double-edged sword if you don’t...
