Category: financial advisor San Antonio
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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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Top 3 Things To Consider When Shopping for Life and Health Insurance
Insurance is as important to comprehensive financial planning in San Antonio, TX as budgeting, investing, or saving for retirement. Why? Insurance manages the risk that...
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What To Know About Insurance Risk Management in Your 50s
Insurance Is a Risk Management Tool Insurance risk management is exactly what it sounds like: managing potential risks to your financial life through insurance. People...
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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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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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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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Your Guide to Making Impactful Year-End Charitable Gifts
As the year draws to a close, many of us think about our opportunities to make a significant difference in our communities. This guide is...
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Your Guide to Choosing a Financial Advisor in San Antonio, Texas
“Failure to plan is planning to fail.” – Benjamin Franklin Making decisions will be much easier when you have a well-thought-out financial plan guiding you...
