Category: financial advisor San Antonio
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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...
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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...
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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...
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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...
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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...
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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...
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Retiring in Texas? Determine Your Retirement Personality and What It Means Financially
Is San Antonio, Texas a good place to retire? If so, where should I retire in Texas? These are two questions we hear a lot...
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What is ‘Necessary’ Debt and How Do You Plan for It?
Just about everyone incurs debt of some kind, at some point in their lives, regardless of their income and net worth, be it a mortgage,...
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Playing Catch Up: 6 Strategies When You Get a Late Start to Retirement Planning
If you’re a little late (or a lot late) in your retirement planning journey, don’t panic. There are things you can do to help make...
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How to Get In Sync With Your Money: Ask Yourself These 10 Questions
Financial discussions can be difficult – even when they’re with yourself! But they’re important, especially when blending your financial life with a partner. How do...
