Category: holistic financial planning
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Divorce and Retirement Planning San Antonio
Divorce in general is rough, but it’s a topic that often comes up when discussing retirement planning here in San Antonio. As you plan your...
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Will Social Security Be There For Me? Common Questions About Retirement Planning San Antonio
If you’re like most Americans, you’re worried: Will Social Security be there for me? Can I count on it? And rightfully so. Social Security is...
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Two Things All Investors Should Do: Rethink ‘Market Crash’ and Take an Investment Risk Assessment
When building an investment portfolio, a true investment risk assessment is a crucial step. How you watch the market and react to volatility is also...
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What All Investors Should Do: Rethink ‘Market Crash’
When building an investment portfolio, a true investment risk assessment is a crucial step. How you watch the market and react to volatility is also...
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How to Spend – Tips from Your Financial Life Advisors San Antonio
I hate to admit it, but I do like to buy stuff. I can always find a reason to buy new sneakers, new music, technology,...
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10 Questions You Should Ask Yourself Before Making a Financial Decision, Especially As We Age
The last time I saw a client of mine (we’ll call him “Jim”), was 12 months ago, and he was sharp as a tack. A...
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My Child is About to Go to College! Parents: Planning Isn’t Just Financial Services
As another school year approaches, I recall a frantic email I received from an existing client. He asked me for help in rewriting a letter to...
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Financial Planning for Parents Should Include Saving for Education
You have a $250,000 investment and no one told you! (Well, that’s if you have a child.) I’m a financial planner with four children. I...
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5 Steps to Help Ensure You Won’t Outlive Your Income
How can you be confident that you will not outlive your income? Here’s how: First, you must know that you have three primary objectives when...
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‘Just in Case’ Preparation – Estate Planning for You and Your Family Members
Death is not a fun topic to discuss, especially with loved ones who “don’t want to think about that right now.” But it’s a conversation...
