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Social Security – False Promise or Safety Net?
Most Baby Boomers were raised to “go to school and get a job” with a pension or a retirement account. Additionally, the US government added...
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A Retirement Dress Rehearsal: 4 Parts You’ll Want to Test Drive
You may be thinking, “A dress rehearsal? For retirement? What’s there to practice or try out?” Unfortunately, many retirees think this way, but when they...
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5 Ways a Texas Financial Advisor Helps You Make the Most Out of Your Retirement Funds
Most people want to retire at age 65. But do you have a plan with your financial advisor that meets your values? Retiring in Texas...
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Is it Expensive to Live in San Antonio Texas? How Long will Your Retirement Funds Last?
If you’ve saved $1 million for retirement, you should be set, right? Not necessarily. Even to high net worth individuals, $1 million may seem like...
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Living the Retirement Dream Post-Pandemic: 7 Strategies to Consider
Like a lot of things, the COVID-19 pandemic has changed the way many people think about money, savings and retirement. At PAX Financial Group, we’ve...
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Retire In Texas Intro
If you are close to retirement and your plan is to retire in Texas, this is the right money conversation for you. Here you will...
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5 Lessons Learned from COVID-19, From a Financial Advisor in San Antonio
The world learned a lot from COVID-19. Financially speaking, 2020 was many investors first real-life experience with market volatility. For DIY investors especially, one of...
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10 Examples of When Your Investment Risk Tolerance Might Change
If you were on a gameshow and you just won $1 million, would you continue playing and risk it all, or walk away with the...
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Target Date Fund Vs. Custom Planning: What are They and Which is Better for You?
When it comes to retirement planning, there are a lot of choices (and options within choices) to consider. This can make the process overwhelming, and...
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Business Owners: What ‘Paying Yourself’ Should Mean, but Probably Doesn’t
If you run your own business, you likely put a lot, if not most, of your time and all of your energy into it. You...
