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5 Surprising Facts You Didn’t Know About Social Security
What do you think of when you hear the words “Social Security”? Most people think of retirement benefits and not much else. But there’s so...
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How to Emotionally Prepare for Retirement – Why Friends May Be the Key
Retiring happy is a two-part process, but many people tend to skip the first step: Deciding how to structure your day in retirement and what...
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8 Budgeting Tips to Help You Stay on Track
Making and maintaining a budget is an essential part of a healthy financial life. If you struggle to stick to your budget, or have trouble...
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Another Update from PAX Financial Group
There’s been a lot of financial talk lately. If you’ve read the headlines recently, watched the news or overheard friends and coworkers discussing the stock...
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Advanced Estate Planning: What You Should Know
While many people think the term “estate planning” applies only to those with significant wealth, in reality, anyone with assets has an estate. Your estate...
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Do You Have an Emergency Fund?
If you’ve never had a financial emergency come up at a really inconvenient time, you’re in the minority. The truth is, unexpected financial burdens happen...
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How to Transition into Retirement on the Top of a Bull Market
Volatility is easily the most misunderstood part of investing. When the market is too volatile, investors tend to panic and want to pull all their...
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Where Are We Headed? PAX Financial Group Looks at the Future
Can you believe we’re already more than one-quarter of the way through 2019? Time flies! I shared my disbelief recently with Bryan Wing, Chief Investment...
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Why PAX Financial Group Suggests Creating a Virtual Vault
Safe deposit boxes in financial institutions, bank vaults and home safes have long been used to securely store financial, legal and other important documents. Storage...
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How To Fund Your Dream Life In 6 Simple Steps
You dream of what your life should look like. What’s stopping you from living that life? For most of us, the answer is simple: We...
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First Quarter Update: PAX Talks Investments, Stock Market and Economy
After talking with Doug Richardson, one of PAX Financial Group’s Certified Financial Planners (CFPs), I’d like to share a few market highlights from the first...
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Helpful Tips to Establishing a Charitable Giving Plan
In this space, we regularly discuss common concerns, fears and worries when it comes to establishing a financial plan. But there are also many beautiful...
