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BLOG CATEGORY: Wealth Management

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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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Protect The Wealth You Plan to Transfer to Your Loved Ones
October 30, 2019

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.  Families have choices when it comes to securing their savings for future generations. Trusts, for instance, are useful for the ongoing management […]

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Why Small Business Owners Need to Plan for Retirement
April 4, 2019

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.  Most small business owners tend to invest extra wealth back into the business. Saving for retirement is a secondary thought after growing […]

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Get Started on your Estate Plan: Essential Info & First Steps
April 18, 2018

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.  Do you ever get that running loop in your head about end of life planning?  You know you need to get started, […]

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Variable expenses to account for in retirement
May 17, 2017

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.  When planning for your retirement, it is smart to estimate your future monthly expenses.  However, nailing this down may be easier said […]

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