Category: Financial Planning
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The 7 Landmines That Sink Business Sales
Selling a business should be the reward for years of risk-taking, sacrifice, and leadership. But for many business owners, the sale often doesn’t go as...
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How Offering Health Benefits Helps San Antonio Small Businesses Compete for Talent
In today’s job market, pay raises alone aren’t enough to attract top talent. Employees want stability, a sense of purpose, and clear evidence that their...
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Group Insurance: Protecting Your Business and Team
As a small business owner, you wear a lot of hats. With numerous responsibilities, it’s easy to overlook employee benefits. But here’s the reality: if...
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Do Small Businesses in Texas Have To Offer Health Insurance?
Many small business owners are unsure whether they’re legally required to provide health insurance for employees. It’s a common concern, especially as healthcare costs rise...
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Affordable Health Insurance Options for Small Businesses in San Antonio
Rising premiums, inflation, and staffing shortages have made health coverage a difficult expense for many small employers in Texas. Yet offering benefits remains one of...
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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...
