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...

What Do I Do Right Now? New Book Looks at Money and Retirement at Any Age

No one wants to be broke. No one racks up debt on purpose because they enjoy paying double for...

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.

Divorce and Retirement Planning San Antonio

Divorce in general is rough, but it’s a topic that often comes up when discussing retirement...

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...

5 Reasons Why You Should Retire Now

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

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...

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...

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...