Category: retirement
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How to Calculate Your Investment Performance Expectations: 10 Things to Consider
No one invests hoping to lose money. But what are your expectations for your financial investments? Are they reasonable? As an investment firm in San...
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Planning a San Antonio Retirement? 5 Considerations When Choosing Where to Retire
Go ahead: Daydream about retirement. Really start thinking about how you’ll spend your time. Envision where you want to live. If possible, even give this...
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How to Get In Sync With Your Money: Ask Yourself These 10 Questions
Financial discussions can be difficult – even when they’re with yourself! But they’re important, especially when blending your financial life with a partner. How do...
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5 RETIREMENT DECISIONS YOU CAN’T UNDO
You’ve probably heard the expression, “You can’t uncrack an egg.” It might be silly, but it’s true, if you think about it. And you can’t uncrack your...
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A 401(k)-to-Roth Conversion: When it Makes Sense, and When it Doesn’t
There are a couple of scenarios in which you might consider rolling your Traditional 401(k) account balance into a Roth Individual Retirement Account (IRA). In...
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Retiring Before Your Spouse? 5 Issues to Discuss
There was a time once when it was common – expected, even – for a married couple to retire at the same time. But things...
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15 Things to Have in Place Before You Retire
Ready to retire? Happy? Now?! Let’s find out. The financial advisory team at PAX Financial Group has put together the following retirement planning checklist, which...
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Everything You Need to Know About Retirement Healthcare
As you head into retirement, you might expect that your cost of living will go down, and for a lot of expenses, there is a...
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5 Ways Offering a Retirement Plan to Your Employees Benefits You, Too
Are you considering setting up a retirement plan for your employees? It can be a smart move, as employees consistently name retirement plans as one...
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You’ve Made it to Retirement! How a Financial Advisor Can Help with the Transition
Are you looking retirement dead in the face? Ready to trade in your work tension for a retirement pension? Are you merely months away from...
