Share:
A 401(k)-to-Roth Conversion: When it Makes Sense, and When it Doesn’t
There are a couple of scenarios in which you might consider rolling your Traditional 401(k) account balance into a Roth Individual Retirement Account (IRA). In...
Share:
What is a Monte Carlo Simulation and Why Do Financial Advisors Use It?
Wouldn’t it be nice if we could get stock tips and investment advice from Marty McFly? Unfortunately, the Back to the Future method of predicting...
Share:
Retiring Before Your Spouse? 5 Issues to Discuss
There was a time once when it was common – expected, even – for a married couple to retire at the same time. But things...
Share:
15 Things to Have in Place Before You Retire
Ready to retire? Happy? Now?! Let’s find out. The financial advisory team at PAX Financial Group has put together the following retirement planning checklist, which...
Share:
Estate Planning San Antonio: How to Help Your Family Financially Through a Trust
It’s not fun to think about, but the conversation about what will happen to your wealth and assets in the event of your death is...
Share:
Common Estate Planning Questions: How to Pass a Business on to the Next Generation
For a lot of business owners, their exit plans involve leaving their company to their children and grandchildren. But passing on your business to the...
Share:
Everything You Need to Know About Retirement Healthcare
As you head into retirement, you might expect that your cost of living will go down, and for a lot of expenses, there is a...
Share:
5 Ways Offering a Retirement Plan to Your Employees Benefits You, Too
Are you considering setting up a retirement plan for your employees? It can be a smart move, as employees consistently name retirement plans as one...
Share:
You’ve Made it to Retirement! How a Financial Advisor Can Help with the Transition
Are you looking retirement dead in the face? Ready to trade in your work tension for a retirement pension? Are you merely months away from...
Share:
Working in ‘Retirement’ – 4 Things to Consider
A San Antonio retirement doesn’t look the same to everyone. More and more people are deciding to work in retirement – finding new full-time work,...
