Category: retirement

Retiring Before Your Spouse? 5 Issues to Discuss

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...
15 Things to Have in Place Before You Retire

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...
Everything You Need to Know About Retirement Healthcare

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...
5 Ways Offering a Retirement Plan to Your Employees Benefits You, Too

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...
You’ve Made it to Retirement! How a Financial Advisor Can Help with the Transition

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...
Working in ‘Retirement’ – 4 Things to Consider

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,...
Investing Seem Easy? Exciting? Fun? 5 Challenges to Getting it Right

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...
PAX Investments: Feeling Good About Your Portfolio

PAX Investments: Feeling Good About Your Portfolio

What makes a good investment? If you asked 10 people this question, you’d probably get 10 different answers. Of course, there are some non-negotiable traits...
A Guide to Faith-Based Investing: 3 Steps to Getting Started

A Guide to Faith-Based Investing: 3 Steps to Getting Started

As a financial advisor in San Antonio and founder of PAX Financial Group, I talk to people every day who want to invest. Something I’m...
One Tip That Can Help You Avoid Retirement FOMO

One Tip That Can Help You Avoid Retirement FOMO

There’s one common factor that many people forget to consider when planning for the future that leaves them suffering from retirement FOMO (Fear Of Missing...

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