As the year winds down, many of us reflect on what truly matters; family, community, and the causes close to our hearts. It’s a season that reminds us how generosity can create ripple effects of good. But charitable giving is more than writing a check in December. With thoughtful financial planning, you can give intentionally and strengthen your tax strategy at the same time. At Financial Life Advisors, located in San Antonio, Texas, we believe in purposeful, proactive planni

Hi, I'm Ben Gurwitz, a Certified Financial Planner™ and CEO of Financial Life Advisors. We're a firm that helps families navigate investments, tax, insurance, and their estates to help them achieve their life goals. Specifically today, I wanted to put together a little video to cover the One Big Beautiful Bill Act (OBBBA) — what those changes in that bill mean and how someone may benefit from them. Not just today, but when keeping a long-term view. Of course, I always need to

As 2025 winds down, it is easy to focus on the holidays and push “money matters” to January. But this is one of the most valuable times of the year to pause, review, and plan. We believe in purposeful, proactive planning — and that includes taking advantage of the final months of the year to strengthen your financial position. Why Year-End Planning Matters Year-end tax planning is not about rushing to beat deadlines or making dramatic changes. It is about identifying small, s

At Financial Life Advisors, we believe financial planning should be purposeful, proactive, and personal. That’s why understanding the...

In today’s fast-paced and often confusing financial landscape, finding a trustworthy and competent financial advisor is more important...

Planning for retirement is about more than just saving enough money—it’s about preparing for the lifestyle, emotions, and unexpected...

By Kirk Francis, CFP® CEO, Financial Life Advisors April 30, 2025 I am deeply honored to share that I received the Lifetime Achievement...