Is It Time for Senior Housing? How a Personal Financial Group Can Help You Decide

Many financial planning discussions can be tough, especially when it comes to talking with your...

Retirement Planning Help: The Mechanics of IRA Deposits

Retirement is an exciting time – or it should be! I say this, because while many people, after...

Medicare FAQs: PAX Financial Group Answers the Most Common Questions

Here at PAX Financial Group, we sure do get a lot of questions about Medicare.

PAX Financial Group Opens New Office in North Carolina

PAX Financial Group has expanded its footprint.

5 Steps to Help Ensure You Won’t Outlive Your Income

How can you be confident that you will not outlive your income? Here’s how:

5 Reasons Why You Should Retire Now

About 10,000 Baby Boomers retire every day. Are you one of them?

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...

You’re Never Too Young to Start Working With a Financial Advisor, San Antonio

If you’re under 35, you may think investing has nothing to do with you – you just started making...

Holistic Financial Planning: 10 Things to Consider Before Retiring

What is holistic financial planning? It’s an approach to financial planning that takes an...

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...