Category: financial advisor San Antonio
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A Personal Health and Wellness Plan Can Help You Retire Happy Now
A thorough, holistic financial plan should really encompass your health and wellness, but it is easy to get caught up in your finances and forget...
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Work-Life Balance and Financial Planning
Work-life balance is the concept that both work and non-work commitments and activities are critical to living a balanced, meaningful life. As a society, we...
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How to Combat Adult Peer Pressure: Link Your Goals to Your Budget
Keeping up with the Joneses is a dangerous game, especially if the Joneses are now the Kardashians, which is happening as more people become fascinated...
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How to Emotionally Prepare for Retirement – Why Friends May Be the Key
Retiring happy is a two-part process, but many people tend to skip the first step: Deciding how to structure your day in retirement and what...
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8 Budgeting Tips to Help You Stay on Track
Making and maintaining a budget is an essential part of a healthy financial life. If you struggle to stick to your budget, or have trouble...
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Advanced Estate Planning: What You Should Know
While many people think the term “estate planning” applies only to those with significant wealth, in reality, anyone with assets has an estate. Your estate...
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Where Are We Headed? PAX Financial Group Looks at the Future
Can you believe we’re already more than one-quarter of the way through 2019? Time flies! I shared my disbelief recently with Bryan Wing, Chief Investment...
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How To Fund Your Dream Life In 6 Simple Steps
You dream of what your life should look like. What’s stopping you from living that life? For most of us, the answer is simple: We...
