Category: PIVOT

Classes on Retirement Planning Can Be a Huge Help

Classes on Retirement Planning Can Be a Huge Help

Retiring can be scary, but if you planned for retirement – how you want to spend your time when you’re not working, how you are...
Where Will Your Retirement Money Come From?

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...
How to Emotionally Prepare for Retirement – Why Friends May Be the Key

How to Emotionally Prepare for Retirement – Why Friends May Be the Key

Retiring happy is a two-part process, but many people tend to skip the first step: Deciding how to structure your day in retirement and what...
How To Fund Your Dream Life In 6 Simple Steps

How To Fund Your Dream Life In 6 Simple Steps

You dream of what your life should look like. What’s stopping you from living that life? For most of us, the answer is simple: We...
4 Events That Can Help You Prepare for a Better Future

4 Events That Can Help You Prepare for a Better Future

When I started PAX Financial Group, one of my top priorities was to help educate investors to prevent them from making investment mistakes that can...
Who’s the Modern-Day Millionaire? Insights from a Financial Planner San Antonio

Who’s the Modern-Day Millionaire? Insights from a Financial Planner San Antonio

What does the modern-day millionaire look like? As a financial planner San Antonio for many years, I have seen firsthand that the definition of who...
Why a Financial Checkup is So Important for Good Retirement Planning San Antonio

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...
7 Tips to Help You Thrive in Retirement

7 Tips to Help You Thrive in Retirement

During your working years, many people stay so busy making money, building their careers and saving for the future that when the time finally comes...
How to Structure Your Day in Retirement: Should It Include Working Part-Time

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...
5 Factors to Consider When Finding the Right-Size Home for Your Retirement

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...

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