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BLOG CATEGORY: Wealth Management

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3 Wealth Management Strategies for High-Net-Worth Individuals
March 27, 2024

You’ve worked hard throughout your career to grow your income. But, you may not have the same time to successfully manage wealth or protect assets for future generations. As a result, wealthy individuals and families often face unique financial challenges and decisions that require a strategic approach. High-net-worth individuals can benefit from utilizing an experienced […]

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Special Needs Wills and Trusts: How to Get Started
February 20, 2024

Planning for your family’s future is always a smart decision. And, if you have a child or a loved one in your family with special needs, it is essential to create a thorough financial plan that provides for their future needs. Establishing a financial and legal plan of action now can help prevent future financial […]

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Let’s Develop a Wealth Management Business Plan That Fits You
December 19, 2023

To successfully manage a company, you need a strategic and effective business operations plan in place that protects the company’s future and financial standing. The wealth and assets you accumulate over your lifetime also need to be well-managed with a financial plan to provide long-term financial security for you and your loved ones. It’s time […]

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Small Business Working Capital Line of Credit: Cover Key Expenses
October 27, 2023

One of the most common challenges for small business owners is maintaining a healthy cash flow, especially during seasonal fluctuations. Cash flow problems might make it almost impossible to cover key business expenses and keep your daily operations running smoothly. If you need a flexible financing option to help you meet your business obligations and […]

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Texas Special Needs Trust: How to Plan for the Future
October 27, 2023

If you’re a family member or guardian of a person with special needs, planning for their financial future is of utmost importance. You want peace of mind and reassurance that your loved one will always have access to the care and financial resources they need well after you’re gone. Many individuals with special needs rely […]

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Wealth Management for Business Owners: What Are the Options?
September 28, 2023

Successful business owners plan well for the future, creating practical plans for their company to reach milestones and achieve long-term success. The same should be true for managing the personal wealth earned from a thriving business. Discover the importance of Personal Wealth Management for business owners and how Texas Gulf Bank can partner with you […]

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How We Compare to Big Banks for Wealth Management in Houston
April 4, 2022

Texas Gulf Bank has a proven track record of supporting the wealth management needs of our customers in the Greater Houston area. Our dedicated Wealth Management team values our role in creating financial security – whether for yourself or family members in the future. We understand that you have many options to find wealth management […]

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How to Handle Your Top Retirement Planning Concerns
September 29, 2020

While retirement can be an exciting time to enjoy the things you have always wanted to do, it can also be a complicated time for people. There is a lot of planning that goes into guaranteeing financial security. How do you know that you covered all your bases so you can relax and live life […]

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What is Supplemental Security Income & Who is Eligible?
August 27, 2020

Supplemental Security Income (SSI) is a Federal income program funded by general tax revenues designed to help blind, disabled, and older adults who have little or no means to receive income. This program provides cash so those people who are eligible can meet their basic needs for food, clothing, and shelter.   Who is Eligible for […]

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Navigating the Emotional Discussion about Estate Planning with Your Family
January 29, 2020

Money and death are the two most difficult topics for families to discuss, but avoiding these conversations can have devastating consequences. While it might be emotional to bring up money with your children, it’s important to make sure your family understands your financial strategies including your wishes for establishing a trust. A properly structured estate plan […]

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