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My Child is About to Go to College! Parents: Planning Isn’t Just Financial Services
As another school year approaches, I recall a frantic email I received from an existing client. He asked me for help in rewriting a letter to...
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Financial Planning for Parents Should Include Saving for Education
You have a $250,000 investment and no one told you! (Well, that’s if you have a child.) I’m a financial planner with four children. I...
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5 Steps to Help Ensure You Won’t Outlive Your Income
How can you be confident that you will not outlive your income? Here’s how: First, you must know that you have three primary objectives when...
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Retirement Planning San Antonio: Video Conferencing Can Make It Easier
There is no question, communication with your financial advisor is crucial. Meeting on a regular basis is important to stay abreast of what is going...
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5 Reasons Why You Should Retire Now
About 10,000 Baby Boomers retire every day. Are you one of them? For those who follow my posts and have heard me speak, you know...
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‘Just in Case’ Preparation – Estate Planning for You and Your Family Members
Death is not a fun topic to discuss, especially with loved ones who “don’t want to think about that right now.” But it’s a conversation...
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6 Factors That May Help Your Retirement Planning (San Antonio)
At age 70-½, the IRS blows out candles celebrating your half birthday … and the taxes you’ll pay from Required Minimum Distributions (RMDs) on your...
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Updating Your Will – 2 Things You Need to Talk About with Your Financial Planner San Antonio
“I keep putting off my will.” As a well-established financial planner in San Antonio, this is a phrase we hear nearly every day at PAX...
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Updating Your Will: 2 Things to Talk About with Your Financial Planner
“I keep putting off my will.” As a well-established financial planner in San Antonio, this is a phrase we hear nearly every day at PAX...
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Are Your Worries Real? Financial Services Advice
How do you know if your worry is real or just manufactured by Facebook posts, email forwards, CNBC headlines or a brother-in-law who knows someone...
