Category: financial advisor San Antonio
Share:
How to Align Your Financial Plan with Your Faith
Being religious or spiritual doesn’t mean that you also have to shun wealth and financial comfort. Faith-based investing, in fact, is just like any other...
Share:
12-month To-do list if you are retiring in 2023
Are you considering that 2023 might be the year you “call it a day” for good? Or have you already decided it will be the...
Share:
Why You May Need Less for Retirement than You Think
You’ve probably heard that you need to save enough to count on 80 percent of your pre-retirement income to cover your expenses in retirement. You...
Share:
3 Ways to Retire Early in Texas
The average retirement age for Americans is 62, although there are many who work longer, and a few who choose to hang up their aprons...
Share:
Are You Covered Correctly for a Texas Retirement? Insurance You Need and Don’t Need
When you retire in Texas or any place for that matter, you’ll soon discover that some of your expenses will go down, and you may need...
Share:
Don’t let property taxes in Texas prevent your retirement in Texas!
Thinking of retiring in Texas? Everything’s bigger in Texas! Seriously. It’s practically the state’s motto. Big hats, big sky, big architecture, big population, big football...
Share:
A Retirement Dress Rehearsal: 4 Parts You’ll Want to Test Drive
You may be thinking, “A dress rehearsal? For retirement? What’s there to practice or try out?” Unfortunately, many retirees think this way, but when they...
Share:
Target Date Fund Vs. Custom Planning: What are They and Which is Better for You?
When it comes to retirement planning, there are a lot of choices (and options within choices) to consider. This can make the process overwhelming, and...
Share:
Business Owners: What ‘Paying Yourself’ Should Mean, but Probably Doesn’t
If you run your own business, you likely put a lot, if not most, of your time and all of your energy into it. You...
Share:
Long-Term Care Vs. Life Insurance: Financial Advisors in San Antonio, Texas Explain
As financial advisors in San Antonio, Texas who specialize in insurance planning, we see a lot of confusion when it comes to long-term-care insurance and...
