Category: financial advisor San Antonio
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Do Small Businesses in Texas Have To Offer Health Insurance?
Many small business owners are unsure whether they’re legally required to provide health insurance for employees. It’s a common concern, especially as healthcare costs rise...
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Affordable Health Insurance Options for Small Businesses in San Antonio
Rising premiums, inflation, and staffing shortages have made health coverage a difficult expense for many small employers in Texas. Yet offering benefits remains one of...
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Is a Financial Advisor Worth It? Cost vs. Benefits for San Antonio Retirees
Are you wondering if a financial advisor’s fees are worth the investment? It’s a common question, especially among those who prefer a hands-on, DIY approach...
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Charitable Giving Strategies for Faithful Hearts: Supporting Causes You Believe in While Securing Your Future
Many would agree that helping others is one of the most important principles to live by. Acts of generosity reflect faith, build stronger communities, and...
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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...
