Our PAX Financial Blog
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...
4 minute read
4 Things Pre-Retirees Worry About Most – And What To Do About It
Are you anxious about transitioning into retirement? You’re not alone. A recent study shows that 65...
5 minute read
Can I Be Financially Responsible and Still Have Fun? Follow This 6-Step Plan
Let’s squash this myth right now: Having a financial plan does not mean you can’t have any fun. In...
4 minute read
4 Ways to Retire: Which is Right for You?
Can I retire? There are 3 parts to this question if you want to live the dream retirement you had...
4 minute read
6 Ways Retirement Can Surprise You
Even if you’ve contributed to your retirement accounts consistently for years, you know how much...
5 minute read
4 Common DIY Financial Mistakes: When Should You Talk to a Financial Advisor?
There’s more to retirement and financial planning than a lot of people realize.
4 minute read
5 Key Aspects of Retirement You Should Have Dialed in By Your 40s
If you’re just getting started in your career, and therefore, just dipping your toes into the...
4 minute read
What is a Trust? And Other Common Estate Planning Questions
When do you need a financial planner? Ask yourself these 3 questions:
5 minute read
Why a Long-Term Relationship with Your Advisor Can Help You Build Wealth
The advent of new technology has introduced a whole new world of tools to the everyday investor....
4 minute read