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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...
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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...
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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...
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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....
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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...
