A 401(k)-to-Roth Conversion: When it Makes Sense, and When it Doesn’t

There are a couple of scenarios in which you might consider rolling your Traditional 401(k) account...

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...

15 Things to Have in Place Before You Retire

Ready to retire? Happy? Now?! Let’s find out.

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...

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...

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...

Working in ‘Retirement’ – 4 Things to Consider

A San Antonio retirement doesn’t look the same to everyone.

Investing Seem Easy? Exciting? Fun? 5 Challenges to Getting it Right

Once upon a time, really not too long ago, investing was thought of as a concern for only the...

PAX Investments: Feeling Good About Your Portfolio

What makes a good investment? If you asked 10 people this question, you’d probably get 10 different...

A Guide to Faith-Based Investing: 3 Steps to Getting Started

As a financial advisor in San Antonio and founder of PAX Financial Group, I talk to people every...