Tag: financial advisor San Antonio tx
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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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Legacy Building with a Purpose: Passing Down Wealth and Values
Legacy building is about more than passing down wealth and assets—it’s about imparting values, traditions, and principles that reflect what truly matters to your family....
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It’s Never Too Early to Start Planning for Retirement
Retirement might feel like a lifetime away, but the truth is, the sooner you start planning, the better positioned you’ll be in your later years....
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Five Myths Related to Faith-Based Financial Planning
Many assume faith and managing finances operate in separate worlds when they invest assets for their future use. But for those who follow a faith-based...
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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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What does it mean to be a Certified Loss of Life Advocate Advisor?
Losing a loved one is one of the most challenging experiences anyone can face. In addition to the emotional pain, families are often left navigating...
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How Faith-Based Investment Decisions Affect Spiritual Stewardship
For many individuals and couples, faith is a guiding principle for all aspects of their lives, including financial decisions. Spiritual stewardship takes the values they...
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Generational Generosity: How Family Giving Plans Work
For many families, a guiding principle to live by is that giving brings more joy than receiving. A family giving plan provides an opportunity to...
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Investing with Purpose: A Guide to Faith-Based Stewardship
Proverbs 3:9 – “Honor the Lord with your wealth, with the first fruits of all your crops.” This important Bible verse encourages us to dedicate...
