Category: Financial Planning
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10 Questions You Should Ask Yourself Before Making a Financial Decision, Especially As We Age
The last time I saw a client of mine (we’ll call him “Jim”), was 12 months ago, and he was sharp as a tack. A...
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My Child is About to Go to College! Parents: Planning Isn’t Just Financial Services
As another school year approaches, I recall a frantic email I received from an existing client. He asked me for help in rewriting a letter to...
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Financial Planning for Parents Should Include Saving for Education
You have a $250,000 investment and no one told you! (Well, that’s if you have a child.) I’m a financial planner with four children. I...
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5 Steps to Help Ensure You Won’t Outlive Your Income
How can you be confident that you will not outlive your income? Here’s how: First, you must know that you have three primary objectives when...
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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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‘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...
