Divorce and Retirement Planning San Antonio

Divorce in general is rough, but it’s a topic that often comes up when discussing retirement...

Will Social Security Be There For Me? Common Questions About Retirement Planning San Antonio

If you’re like most Americans, you’re worried: Will Social Security be there for me? Can I count on...

What All Investors Should Do: Rethink ‘Market Crash’

When building an investment portfolio, a true investment risk assessment is a crucial step. How you...

How to Spend – Tips from Your Financial Life Advisors San Antonio

I hate to admit it, but I do like to buy stuff. I can always find a reason to buy new sneakers, new...

10 Questions You Should Ask Yourself Before Making a Financial Decision, Especially As We Age

The last time I saw a client of mine (we’ll call him “Jim”), was 12 months ago, and he was sharp as...

My Child is About to Go to College! Parents: Planning Isn’t Just Financial Services

As another school year approaches, I recall a frantic email I received from an existing client. He...

Financial Planning for Parents Should Include Saving for Education

You have a $250,000 investment and no one told you!

5 Steps to Help Ensure You Won’t Outlive Your Income

How can you be confident that you will not outlive your income? Here’s how:

‘Just in Case’ Preparation – Estate Planning for You and Your Family Members

Death is not a fun topic to discuss, especially with loved ones who “don’t want to think about that...

Updating Your Will: 2 Things to Talk About with Your Financial Planner

“I keep putting off my will.” As a well-established financial planner in San Antonio, this is a...