Category: Financial Planning
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Worried About Outliving Your Savings? How a San Antonio Fiduciary Tackles Longevity Risk
Living a long, healthy life is something most people hope for, and more Americans are doing just that. Thanks to advances in healthcare and lifestyle...
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Stay Calm in Market Storms: Why a Financial Advisor Is Your Retirement Anchor
After years of steady gains in the stock market, 2025 has brought a wave of turbulence that’s hard to ignore. From uncertainty surrounding interest rates...
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Putting Your Home in a Trust? Know the Tax Facts First
When it comes to estate planning, many homeowners want to make smart decisions to protect their assets and ensure a smooth transfer to loved ones....
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Plan Your Legacy: San Antonio Financial Advisors for Philanthropy and Smooth Transitions
In San Antonio, many aspire to leave a meaningful legacy—one that not only cares for loved ones but also reflects values and makes a positive...
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Does Your Financial Plan Reflect Your Faith?
Most people build financial plans for retirement, college, and giving, but often don’t stop to think how those plans reflect their beliefs. At PAX Financial...
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Do You Need a Financial Advisor in San Antonio? Top Reasons To Ditch DIY for Retirement
Trying to plan retirement on your own? With rising costs, market uncertainty, and a flood of conflicting advice online, many Texans are finding that DIY...
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Maximize Your Retirement Income: Why a Financial Advisor Beats DIY Planning
Many start with DIY retirement planning, thinking it’s relatively simple and a good way to save on costs. However, as assets grow, things become far...
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How to Talk to Your Family About Legacy Planning
It’s natural to want to delay conversations about legacy planning. After all, no one enjoys contemplating their own mortality or the loss of someone they...
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Simplifying Texas Retirement Planning: Essential Financial and Lifestyle Considerations
Are you looking to retire in Texas? The Lone Star State offers a unique blend of financial benefits and lifestyle opportunities, making it an appealing...
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Navigating Financial Challenges in Your 50s and 60s: A Step-by-Step Guide for San Antonio Residents
Retirement is just around the corner in your 50s and 60s, and one big question lingers: will you have enough to live comfortably? With the...
