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Updating Your Will: 2 Things to Talk About with Your Financial Planner

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...
Are Your Worries Real? Financial Services Advice

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...
The Real Price of Trading Stocks: San Antonio Financial Group Explains

The Real Price of Trading Stocks: San Antonio Financial Group Explains

As a well-established San Antonio Financial Group, we know that the stock trading fee of $4.95 is not the issue. The real concern is the...
You’re Never Too Young to Start Working With a Financial Advisor, San Antonio

You’re Never Too Young to Start Working With a Financial Advisor, San Antonio

If you’re under 35, you may think investing has nothing to do with you – you just started making money, how can you possibly already...
Switching Money Lanes with a Financial Advisor, San Antonio

Switching Money Lanes with a Financial Advisor, San Antonio

When someone is frustrated with the stock market, usually, it’s not the stock market that’s the problem. The market has proven to work over time....
Holistic Financial Planning: 10 Things to Consider Before Retiring

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....
In Retirement, Financial Planning Doesn’t Equal Just Investments

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...
Children of Aging Parents: 4 Financial Questions You Need to Ask

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...
How to Structure Your Day in Retirement … And What It Takes to Get There

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...
Planned Financial Services for the Sandwich Generation

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...
Social Security Workshops Shed Light on Retirement

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...
5 Things to do Before You Retire: Retirement Planning San Antonio

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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