Category: Financial Planning
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Planning a Fresh Start: Financial Strategies for Life After Divorce
Divorce can bring about a profound shift in nearly every aspect of life, particularly when it happens later in life. Beyond the division of assets...
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The Art of Succession Planning: A Guide to Preparing Your Business for the Future
As a high-net-worth business owner, you have dedicated decades to building a successful enterprise. Your business is more than just a source of income, it...
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Maximizing Your Retirement in San Antonio: Balancing Financial Stability and Lifestyle Goals
Retirement is a time to enjoy new experiences, spend time on what matters most, and feel secure about your finances. Retirement planning in San Antonio...
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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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What does it mean to be a Certified Kingdom Advisor®?
In a world where financial decisions often seem driven purely by numbers and market trends, some individuals seek guidance that aligns with their spiritual beliefs...
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Legacy Building with a Purpose: Passing Down Wealth and Values
Legacy building is about more than passing down wealth and assets—it’s about imparting values, traditions, and principles that reflect what truly matters to your family....
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It’s Never Too Early to Start Planning for Retirement
Retirement might feel like a lifetime away, but the truth is, the sooner you start planning, the better positioned you’ll be in your later years....
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Five Myths Related to Faith-Based Financial Planning
Many assume faith and managing finances operate in separate worlds when they invest assets for their future use. But for those who follow a faith-based...
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Transitioning to the Next Chapter in Your 50s and 60s: A Financial Guide for San Antonio’s Faith-Based Community
As you enter your 50s and 60s, retirement planning takes center stage. For San Antonio’s faith-based community, reflecting on financial goals and connecting them with...
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What does it mean to be a Certified Loss of Life Advocate Advisor?
Losing a loved one is one of the most challenging experiences anyone can face. In addition to the emotional pain, families are often left navigating...
