Category: retirement
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6 Factors That May Help Your Retirement Planning (San Antonio)
At age 70-½, the IRS blows out candles celebrating your half birthday … and the taxes you’ll pay from Required Minimum Distributions (RMDs) on your...
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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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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....
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In Retirement, Financial Planning Doesn’t Equal Just Investments
Financial planning means different things at different times in a person’s life. For those 65 and older who have PIVOTed away from their working years...
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Chances of Getting Social Security
“More young people believe they’ll see a U.F.O. than that they’ll see their own Social Security Benefits.” – Mitch McConnell When our company is preparing...
