Category: holistic financial planning
Share:
10 Ways to Prevent Becoming a Victim of Identity Theft
Living in the Digital Age provides many conveniences that previous generations didn’t have – the Internet, Smartphones, social media, artificial intelligence, the list goes on....
Share:
Why a Financial Checkup is So Important for Good Retirement Planning San Antonio
A new year is always a good time to review your finances. When doing so, we recommend a financial checkup of your investments with your...
Share:
How Do You Really Feel About Money? Let’s Find Out
What kind of investor are you? What’s your money mindset? What’s important to you when it comes to money? You might think you know, but...
Share:
How to Structure Your Day in Retirement: Should It Include Working Part-Time
For many retirees, completely leaving their profession behind when they PIVOT away from the full-time workforce is undesirable for many reasons, and the question of...
Share:
5 Factors to Consider When Finding the Right-Size Home for Your Retirement
Retirement can be an exciting time of transition and reflection, but it is also a time when many long-term decisions and full financial services need...
Share:
Is It Time for Senior Housing? How a Personal Financial Group Can Help You Decide
Many financial planning discussions can be tough, especially when it comes to talking with your parents. But these conversations are important for everyone involved. Take,...
Share:
Finding a Financial Group for the Middle Class
Most of us aren’t billionaires. We don’t have private jets, own a helicopter or rub elbows with the rich and famous. And that’s perfectly fine....
Share:
Spending Habits, Adult Children and Long-Term Money Plans
I’ve seen it more than enough: Parents give money to their adult children, and the kids then use that money for online shopping. And most...
Share:
Medicare FAQs: PAX Financial Group Answers the Most Common Questions
Here at PAX Financial Group, we sure do get a lot of questions about Medicare. Health insurance is expensive, so Medicare is a big part...
Share:
Two Areas a Financial Group Should Help With: Real Estate and Car Payments
Working with a financial advisor can be beneficial for many reasons. Here at PAX Financial Group, we get questions of all kinds, from “What should...
