Tag: biblically responsible investing
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Aligning Values and Wealth: Financial Tips for Judeo-Christian Families Preparing for Retirement
For families living by Judeo-Christian principles, preparing for retirement goes beyond saving enough money—it’s about making financial decisions that reflect deeply held values. Faith and...
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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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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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Is Core-Satellite Investing Right For You?
Asset allocation has been proven to be one of the key determinants of portfolio performance. One of the potential methods of asset allocation is known...
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Wealth Management with Morals: The San Antonio BRI Movement
Given today’s news headlines, more people are looking for ways to impact their communities positively, and Biblically Responsible Investing (BRI) is one way to pursue...
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From Principles to Practice: A Comprehensive Guide to BRI Financial Planning
In the heart of San Antonio, where traditions run deep and values are held high, a unique form of financial planning is gaining popularity. The...
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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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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...
