Tag: Financial Planning San Antonio TX

Is Being in Debt Really That Bad? (Here’s What a Financial Advisor Thinks)

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...
How To Calculate Your Liabilities as Part of Your Comprehensive Financial Plan

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...
Navigating Your Way: Choosing a CFP® in San Antonio with BRI Expertise

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...
How Insurance and Risk Management Fit Into Your Financial Plan

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...
Top 3 Things To Consider When Shopping for Life and Health Insurance

Top 3 Things To Consider When Shopping for Life and Health Insurance

Insurance is as important to comprehensive financial planning in San Antonio, TX as budgeting, investing, or saving for retirement. Why? Insurance manages the risk that...
What To Know About Insurance Risk Management in Your 50s

What To Know About Insurance Risk Management in Your 50s

Insurance Is a Risk Management Tool  Insurance risk management is exactly what it sounds like: managing potential risks to your financial life through insurance. People...
Maximize Savings: Key Tax Deductions Every Senior Must Know

Maximize Savings: Key Tax Deductions Every Senior Must Know

Raise your hand if you keep up with the never-ending changes to the U.S. tax code!  If you are nearing retirement or have recently retired,...
Setting Financial Goals for 2024: A Checklist

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...
Retiring in 2024? 5 Steps To Take Now

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...
Does Your Financial Plan Match Your Financial Goals?

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...

Ready to have a real conversation about securing your future?

Schedule a free no-strings-attached phone conversation.