Category: retirement
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Will Social Security Be There For Me? Common Questions About Retirement Planning San Antonio
If you’re like most Americans, you’re worried: Will Social Security be there for me? Can I count on it? And rightfully so. Social Security is...
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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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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...
