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  • About Us
    • About
    • Our Team
    • Our Story
    • Investment Philosophy
    • Disclosures
  • Services
    • Who We Serve
    • Personal Investment Management
    • Strategic Planning & Investment Management for Endowments & Foundations
    • Company-Sponsored Retirement Plans
  • Clients
    • Becoming a Client
    • Investment Reporting
    • Management Fees
    • Client Login
  • Resources
    • Our Blog
    • Useful Guides
  • TV
    • Money Wise TV Show
  • Podcast
    • Money Wise Podcast
  • Contact
    • Corpus Christi
    • San Antonio
Explore key strategies for maximizing 529 plans to help your family prepare for rising education costs this year.

Maximizing 529 Plans: What Families Should Know This Year

Smart strategies for managing education costs in 2025, balance college savings with your long-term financial goals.

Smart Strategies for Managing Education Costs in 2025

Discover how to incorporate risk management in financial planning to help support long-term stability.

How to Incorporate Risk Management Into Your Financial Plan

Is it time to revisit your goals? Adjusting your financial plan in 2025 can help you stay aligned as the landscape evolves.

Adjusting Your Financial Plan to Stay on Track in 2025

Use these steps for conducting a mid-year financial review to stay aligned with your goals and financial strategy.

Conducting a Mid-Year Financial Review: What to Look For

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Money Wise

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