Category: Financial Planning
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Is Being in Debt Really That Bad? (Here’s What a Financial Advisor Thinks)
Overall, Americans owe a tremendous amount of debt – in total, more than $17 trillion of consumer debt. Much of what you hear about debt...
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How To Calculate Your Liabilities as Part of Your Comprehensive Financial Plan
Individuals interested in financial planning in San Antonio, TX need to be aware of how to calculate their liabilities as part of a comprehensive financial...
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Navigating Your Way: Choosing a CFP® in San Antonio with BRI Expertise
Like any journey, our financial travels should lead us to financial security and align with our core values and beliefs. As a high-income earner or...
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How Insurance and Risk Management Fit Into Your Financial Plan
It’s quite common for people to think of insurance as separate from the rest of their financial plan. The reason is simple. Most people think...
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Setting Financial Goals for 2024: A Checklist
It’s a new year – and time for New Year’s resolutions. One of the most important financial resolutions you can make is to set financial...
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Retiring in 2024? 5 Steps To Take Now
A new year has recently begun! That’s always a time to think about new beginnings. But what if your primary new beginning for 2024 is...
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Does Your Financial Plan Match Your Financial Goals?
A financial plan is many things, including a way to manage cash flow, debt, savings, investments, and insurance. But above all, financing planning in San...
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BRI Financial Planning Tips from a San Antonio Financial Advisor
If you are like most people, you spend time each month looking at your financial statements, but how often do you consider the impact of...
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Biblically Responsible Investing: Merging Faith and Finances
The intersection of faith and finance isn’t just a topic for sermons on Sunday; More and more individuals and couples are seeking ways to ensure...
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Why BRI Matters: Insights from a Leading San Antonio Financial Advisor
Given the turmoil in today’s world, many of us are looking for ways we can make a meaningful difference, not only in our personal lives...
