Category: Financial Planning
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Seniors: Here’s a Tip to Lower Taxes While Giving to Charity
The holiday season is a time for reflection and giving back, and many people choose December as the month for making their charitable donations. Philanthropic...
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PAX Financial Group Shares Its Year-End Market Update
As we near the end of another year, we at PAX Financial Group have heard some concerns about the market and what it means for...
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Why You Should Pay Off Your Mortgage Early (And How to Do It)
At PAX Financial Group, we incorporate Dave Ramsey’s philosophies into our coaching, and one of those philosophies is paying off debt. Typically, a mortgage payment...
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Financial Tips for Seniors, Especially During the Holidays
It’s sad, but the truth is, senior citizens fall victim to financial scams all the time. Identity thieves and those who commit credit card fraud...
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Your 7-Step Annual Financial Planning Checklist
Many people get regular eye exams, dental cleanings and/or physicals once a year, but what about an annual checkup for their finances? Unfortunately, it usually...
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5 Things To Do Before You Donate to Charity: Financial Planning and Philanthropy
Believe it or not, countless studies prove that we experience a happier, healthier life, are more joyful and experience improved mental health when we give....
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Spending Time with Family: Plan Now, Retire Happy
We’ve asked the question many times before: What do you plan to do in retirement? If the answer centers around your family (spending time with...
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Where Will Your Retirement Money Come From?
When you’re in the workforce, your salary is usually your biggest stream of income. Once you retire, however, those paychecks go away. Have you ever...
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Are You Taking the Right Amount of Risk in Your Portfolio?
Whether you are the CEO of a large corporation, a small business owner or an average Joe who is saving and investing for retirement, when...
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How to Protect Your Dependents in 10 Steps
Planning for your death can be uncomfortable, but it’s something you should really do, especially if you have children. You may think that estate planning...
