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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...
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Chances of Getting Social Security
“More young people believe they’ll see a U.F.O. than that they’ll see their own Social Security Benefits.” – Mitch McConnell When our company is preparing...
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Tax reform – New laws will help most of America because of the higher-standard deductions
A major goal of the new tax reform law is to stimulate economic growth by lowering taxes. The bill’s reduction in the corporate tax rate from...
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Bitcoin is an Investment That Lacks Evidence and a Track Record
The news lately has been full of stories about the rapid rise and precipitous fall of the cryptocurrency bitcoin. However, even after falling from a...
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5 Considerations Before You Convert Your IRA to a Roth IRA
Some people get a dormitory named after them. Others get a park. Some get a street. Regardless, getting something named after you is an honor;...
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How to Invest Smartly: 5 Ways To Avoid Investment Deceit
In a study performed by behavioral finance expert Richard Thaler, two groups were given hypothetical portfolios. One group received performance feedback monthly, while the other...
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Three Variations of Retirement
There are three different variations of retirement that should be considered by everyone. Not everyone can pick and choose the dream retirement, but knowing the three...
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You should know this word: Fiduciary
What is a fiduciary? Why is this word important and subject to loud, arrogant arguments on Capital Hill? It isn’t child hunger. It isn’t healthcare....
