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Financial Planning (17)
Planned Financial Services for the Sandwich Generation
Many people doing their best to prosper financially in today’s ever-evolving economy are faced with...
5 minute read
5 Things to do Before You Retire: Retirement Planning San Antonio
As a financial advisor, I’ve helped facilitate hundreds of retirements, and I can honestly say that...
2 minute read
What To Do Before You Retire: Step 1, Notify HR
The time has come and you’re ready to retire after a long career with the same company –...
3 minute read
5 Habits to Increase Your Net Worth
According to the Federal Reserve, the net worth of households and non-profits rose to
2 minute read
Chances of Getting Social Security
“More young people believe they’ll see a U.F.O. than that they’ll see their own Social Security...
2 minute read
Bitcoin is an Investment That Lacks Evidence and a Track Record
The news lately has been full of stories about the rapid rise and precipitous fall of the...
6 minute read
5 Considerations Before You Convert Your IRA to a Roth IRA
Some people get a dormitory named after them. Others get a park. Some get a street. Regardless,...
2 minute read
How to Invest Smartly: 5 Ways To Avoid Investment Deceit
In a study performed by behavioral finance expert Richard Thaler, two groups were given...
2 minute read
Three Variations of Retirement
There are three different variations of retirement that should be considered by everyone. Not...
2 minute read
