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Holistic Financial Planning: 10 Things to Consider Before Retiring
What is holistic financial planning? It’s an approach to financial planning that takes an investor’s specific situation into consideration when making decisions about their finances....
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In Retirement, Financial Planning Doesn’t Equal Just Investments
Financial planning means different things at different times in a person’s life. For those 65 and older who have PIVOTed away from their working years...
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Children of Aging Parents: 4 Financial Questions You Need to Ask
For a lot of families, talking about your parents’ financial situation can be awkward, but if you’re the children of aging parents, it’s a conversation...
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How to Structure Your Day in Retirement … And What It Takes to Get There
Everyone’s idea of retirement is different – some dream of traveling, some want to stay home and spend time with grandchildren and some actually can’t...
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Planned Financial Services for the Sandwich Generation
Many people doing their best to prosper financially in today’s ever-evolving economy are faced with yet another challenge – helping care for both their children...
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Social Security Workshops Shed Light on Retirement
As you approach retirement, it is more important than ever to understand the role that Social Security benefits can and should play in your overall...
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5 Things to do Before You Retire: Retirement Planning San Antonio
As a financial advisor, I’ve helped facilitate hundreds of retirements, and I can honestly say that none of them are the same. Each person enters...
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What To Do Before You Retire: Step 1, Notify HR
The time has come and you’re ready to retire after a long career with the same company – congratulations! But wait, there’s one more thing...
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PAX Financial Group Launches New and Improved Website
PAX Financial Group is pleased to announce the launch of our new and improved website! Our new site went live on Feb. 5. The fresh...
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5 Habits to Increase Your Net Worth
According to the Federal Reserve, the net worth of households and non-profits rose to $86.8 trillion during the fourth quarter of 2015. Did your net...
