Our PAX Financial Blog
What is a Monte Carlo Simulation and Why Do Financial Advisors Use It?
Wouldn’t it be nice if we could get stock tips and investment advice from Marty McFly?
4 minute read
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...
4 minute read
15 Things to Have in Place Before You Retire
Ready to retire? Happy? Now?! Let’s find out.
6 minute read
Estate Planning San Antonio: How to Help Your Family Financially Through a Trust
It’s not fun to think about, but the conversation about what will happen to your wealth and assets...
4 minute read
Common Estate Planning Questions: How to Pass a Business on to the Next Generation
For a lot of business owners, their exit plans involve leaving their company to their children and...
5 minute read
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...
4 minute read
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...
4 minute read
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...
4 minute read
Working in ‘Retirement’ – 4 Things to Consider
A San Antonio retirement doesn’t look the same to everyone.
4 minute read
