Category: retirement
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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...
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Working in ‘Retirement’ – 4 Things to Consider
A San Antonio retirement doesn’t look the same to everyone. More and more people are deciding to work in retirement – finding new full-time work,...
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Investing Seem Easy? Exciting? Fun? 5 Challenges to Getting it Right
Once upon a time, really not too long ago, investing was thought of as a concern for only the super-rich. But times have changed. While...
