Tag: financial advisor texas

Business Pivot Planning: Protecting Your Legacy

Business Pivot Planning: Protecting Your Legacy

There are two common questions that most business owners ponder at some point in time:  When should I sell my business? Am I really ready...
How To Set Up Health Insurance for a Small Business in San Antonio

How To Set Up Health Insurance for a Small Business in San Antonio

Navigating health insurance can be overwhelming: census forms, carrier quotes, contribution rules, renewals, and compliance deadlines all add up. Yet offering benefits remains one of...
The 7 Landmines That Sink Business Sales

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...
How Offering Health Benefits Helps San Antonio Small Businesses Compete for Talent

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...
Group Insurance: Protecting Your Business and Team

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...
Do Small Businesses in Texas Have To Offer Health Insurance?

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...
Affordable Health Insurance Options for Small Businesses in San Antonio

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...
Is a Financial Advisor Worth It? Cost vs. Benefits for San Antonio Retirees

Is a Financial Advisor Worth It? Cost vs. Benefits for San Antonio Retirees

Are you wondering if a financial advisor’s fees are worth the investment? It’s a common question, especially among those who prefer a hands-on, DIY approach...
​​Countdown to 2024: Optimize Your Retirement with Five Year-End Steps

​​Countdown to 2024: Optimize Your Retirement with Five Year-End Steps

If you’re a professional, executive, or business owner in Texas living in the San Antonio area and preparing to retire in 2024, congratulations!  As you...

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