Category: PIVOT
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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,...
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Retirement Planning Help: The Mechanics of IRA Deposits
Retirement is an exciting time – or it should be! I say this, because while many people, after years of commuting to work, punching the...
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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...
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PAX Financial Group Opens New Office in North Carolina
PAX Financial Group has expanded its footprint. We are pleased to announce the opening of our newest office located in Asheville, North Carolina, which will...
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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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5 Reasons Why You Should Retire Now
About 10,000 Baby Boomers retire every day. Are you one of them? For those who follow my posts and have heard me speak, you know...
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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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You’re Never Too Young to Start Working With a Financial Advisor, San Antonio
If you’re under 35, you may think investing has nothing to do with you – you just started making money, how can you possibly already...
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Holistic Financial Planning: 10 Things to Consider Before Retiring
What is holistic financial planning? It’s an approach to financial planning that takes an investor’s specific situation into consideration when making decisions about their finances....
