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BLOG CATEGORY: Wealth Management

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3 Wealth Management Strategies for High-Net-Worth Individuals
April 17, 2024

Non-Deposit Investment Products are: not insured by the FDIC; not a deposit or other obligation of, or guaranteed by, the bank; subject to investment risks, including possible loss of the principal amount invested.  You’ve worked hard throughout your career to grow your income. But, you may not have the same time to successfully manage wealth […]

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

Non-Deposit Investment Products are: not insured by the FDIC; not a deposit or other obligation of, or guaranteed by, the bank; subject to investment risks, including possible loss of the principal amount invested.  Planning for your family’s future is always a smart decision. And, if you have a child or a loved one in your […]

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

Non-Deposit Investment Products are: not insured by the FDIC; not a deposit or other obligation of, or guaranteed by, the bank; subject to investment risks, including possible loss of the principal amount invested.  To successfully manage a company, you need a strategic and effective business operations plan in place that protects the company’s future and […]

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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

Non-Deposit Investment Products are: not insured by the FDIC; not a deposit or other obligation of, or guaranteed by, the bank; subject to investment risks, including possible loss of the principal amount invested.  If you’re a family member or guardian of a person with special needs, planning for their financial future is of utmost importance. […]

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

Non-Deposit Investment Products are: not insured by the FDIC; not a deposit or other obligation of, or guaranteed by, the bank; subject to investment risks, including possible loss of the principal amount invested.  Successful business owners plan well for the future, creating practical plans for their company to reach milestones and achieve long-term success. The […]

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

Non-Deposit Investment Products are: not insured by the FDIC; not a deposit or other obligation of, or guaranteed by, the bank; subject to investment risks, including possible loss of the principal amount invested.  Texas Gulf Bank has a proven track record of supporting the wealth management needs of our customers in the Greater Houston area. […]

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

Non-Deposit Investment Products are: not insured by the FDIC; not a deposit or other obligation of, or guaranteed by, the bank; subject to investment risks, including possible loss of the principal amount invested.  While retirement can be an exciting time to enjoy the things you have always wanted to do, it can also be a […]

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

Non-Deposit Investment Products are: not insured by the FDIC; not a deposit or other obligation of, or guaranteed by, the bank; subject to investment risks, including possible loss of the principal amount invested.  Supplemental Security Income (SSI) is a Federal income program funded by general tax revenues designed to help blind, disabled, and older adults who […]

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

Non-Deposit Investment Products are: not insured by the FDIC; not a deposit or other obligation of, or guaranteed by, the bank; subject to investment risks, including possible loss of the principal amount invested.  Money and death are the two most difficult topics for families to discuss, but avoiding these conversations can have devastating consequences. While […]

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