Do Geopolitical Events Impact My Investments?

Investors are asking if there is a link between financial market performance and current...

A Comprehensive Financial Planning Checklist for the New Coronavirus Environment

Planning for the future has always been important, but as the Coronavirus pandemic continues to...

How to Stay Calm During the Pandemic and Focused on Your San Antonio Retirement

There is plenty to worry about these days, even as the country attempts to reopen and return to...

To Refi or Not to Refi? What to Consider

Mortgage payments are one of the biggest monthly expenses in most households, so it makes sense...

How to Navigate Sudden Wealth … And How Not To

We all dream of the day when a sudden windfall lands in our lap. While it may not happen to all of...

Your 7-Step Annual Financial Planning Checklist

Many people get regular eye exams, dental cleanings and/or physicals once a year, but what about an...

Spending Time with Family: Plan Now, Retire Happy

We’ve asked the question many times before: What do you plan to do in retirement? If the answer...

Work-Life Balance and Financial Planning

Work-life balance is the concept that both work and non-work commitments and activities are...

How to Combat Adult Peer Pressure: Link Your Goals to Your Budget

Keeping up with the Joneses is a dangerous game, especially if the Joneses are now the Kardashians,...

How to Emotionally Prepare for Retirement – Why Friends May Be the Key

Retiring happy is a two-part process, but many people tend to skip the first step: Deciding how to...