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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...
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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...
