Our PAX Financial Blog
Maximize Your Wealth: Engage a San Antonio Financial Advisor
Ask yourself this question: As a successful high-net-worth professional, do you have time to manage...
5 minute read
How a San Antonio Financial Advisor Can Help You Navigate Life’s Financial Challenges
Like the road sign above, your life’s journey toward financial independence can be filled with...
5 minute read
Integrating Judeo-Christian Principles into Your Financial Plan
Welcome to another insightful blog post from PAX Financial Group, San Antonio's leading ...
4 minute read
San Antonio Financial Planning: Building Wealth & Serving God
Welcome to our latest blog post on San Antonio Financial Planning: Building Wealth & Serving God....
3 minute read
Stewardship and Your Money: How a Financial Advisor Can Help
Today, we will explore a significant topic for many people - stewardship and your money. As...
4 minute read
Living Your Best Biblically-Responsible Financial Life
Working with a Christian Financial Advisor in San Antonio, TX, can help you manage your finances in...
4 minute read
How to Find a Christian Financial Advisor Near Me
Are you a person of faith looking for financial advice that aligns with your Christian beliefs?...
4 minute read
Connecting God and Your Finances: The Power of Christian Financial Planning in San Antonio, TX
Connecting your faith to your financial life is an important step for many Christians. It can be...
4 minute read
Working With a Faith-Based Financial Advisor
At some point in our lives, many of us will try to plan for our financial future—and finding...
3 minute read
Five of the Best Bible Verses About Investing
Many high-net-worth individuals prioritize their faith-informed values when making decisions about...
5 minute read
Welcome to Our New Home
Thank you for stopping by! Whether you’re an existing client or visiting us for the first time,...
2 minute read
What to Look for in a Christian Financial Advisor
When it comes to handling your finances, knowledge, and expertise are paramount. But when it comes...
3 minute read
Integrating Faith Into Your Finances
While your religion and your finances may appear to be separate entities, like everything else in...
3 minute read
Top 3 Benefits of Hiring a Christian Financial Advisor
When choosing a financial advisor, choosing someone who understands your background and what you...
3 minute read
Texas Estate Planning and RMD Changes you Need to Know for 2023
Like many of the topics that comprise financial affairs, there have been notable changes that went...
3 minute read
Changing the Investing Strategy in 2023
I feel my investing is stuck.
2 minute read
Texas Taxes and Your Estate Plan: What you Need to Know
While there are no Texas estate taxes, residents of the Lone Star state may possibly still be...
3 minute read
Tips for Estate Planning in Texas by Age
Estate planning is neither just for the wealthy nor those nearing retirement. Planning your estate...
4 minute read
Top 5 Texas Estate Planning Questions Answered
When it comes to estate planning, there are a lot of questions that people have. What is the...
4 minute read
Can Your Texas Financial Advisor Help With Estate Planning?
While an estate planning attorney is certainly an integral part in planning out your estate, your...
4 minute read
Should you Combine Estate and Financial Planning?
Budgeting, saving, and investing are all integral parts of a good financial plan. However, all good...
4 minute read
What is the Best Way to Avoid Estate Planning Errors in Texas
While creating an estate plan is a great way to ensure a smooth process after your death, creating...
4 minute read
Avoid These Seven Tax Planning Mistakes In Texas
As Benjamin Franklin said, “By failing to plan, you are preparing to fail”. This is certainly true...
4 minute read
5 Things to Have on your Texas Estate Planning Checklist
While both wills and trusts are imperative parts of estate planning in Texas, there are many more...
4 minute read
Mitigating Taxes With The Help Of A San Antonio TX Financial Advisor
Some of the best opportunities to save money and build wealth reside in the art of tax mitigation....
4 minute read
How San Antonio TX Comprehensive Financial Planning Can Reduce Your Tax Burden
It’s a fact of life that your hard-earned income is always subject to local, state, and federal...
5 minute read
Do I Need A Texas Financial Advisor Or An Accountant?
As hard-working citizens, there comes a time when it’s essential to reach out for help in order to...
4 minute read
Minimize Your Tax Liabilities With Smart Investment Strategies
As Mark Twain stated, “The only two certainties in life are death and taxes.” No one wants to pay...
5 minute read
How To Reduce Roth IRA Conversion Taxes In 3 Steps
Roth IRAs (individual retirement accounts) are a great way to save for your golden years, but they...
4 minute read
Which Is One Is Better For Me, A Roth IRA Or A Traditional IRA?
Part of financial planning in San Antonio, Texas, requires crafting a retirement strategy that...
4 minute read
How Charitable Contributions Can Help Mitigate Your Tax Bite
The tax code is complicated, confusing, and ever-changing, which is why it pays to get help from...
5 minute read
5 Best High Net Worth Tax Planning Strategies
Tax planning for high-net-worth individuals is a vital aspect of financial wellbeing. Whether...
4 minute read
Pros And Cons Of Roth IRA Conversion In Texas
If you’re like many other Americans trying to get organized with their finances during this...
4 minute read
Should I Save More In My 401(k) During High Inflation
If you're like most Americans, you are unsure how much to save for retirement. A major...
3 minute read
4 Strategies For Optimal RMDs From IRAs
Retirement means many things to different people, and unbeknownst to many investors, taxes play a...
4 minute read
Want To Minimize Taxes During Your Texas Retirement?
When it comes to retirement in Texas, taxes are often the last thing on your mind. But when you’re...
6 minute read
Do I Need A Financial Advisor Or Should I Do It Myself?
Are you confident that your investments are working in your favor? If not, you may feel like taking...
3 minute read
Can A Financial Advisor Help Protect Your Assets Against Inflation?
New investors are wondering where people invest their money during a volatile market. A Texas...
4 minute read
How Investment Management Helps Builds Wealth
Aside from what you’ve possibly been taught or tend to think, saving money and building wealth are...
4 minute read
5 Essential Steps to Setting Investment Goals
Setting goals serves as a pillar to success in every area of life. As we age, plans tend to get...
4 minute read
Protecting Your Wealth With Investment Management
How significant is your wealth to you and your family, and why is it so valued? Most often, the...
4 minute read
How Should I Allocate My Investment Portfolio?
Earning a lot of money is not the key to prosperity. How you handle it is. — Dave Ramsey
5 minute read
What To Look For In An Investment Manager In San Antonio TX
Chances are, you live by specific standards and have particular beliefs. To honor your truths and...
5 minute read
Do Geopolitical Events Impact My Investments?
Investors are asking if there is a link between financial market performance and current...
4 minute read
How To Invest During Times Of High Inflation
Did you know that famous art is considered a hedge against inflation and used by wealthy investors...
4 minute read
Does Your Investment Philosophy Match Your Faith?
Does your investment philosophy match your faith? Biblically responsible investing seeks to align...
4 minute read
3 Ways To Integrate Your Faith With Your Finances
People with strong religious and spiritual faith may be wondering if their beliefs can integrate...
4 minute read
Align Your Money and Your Life with Values-Based Investing
We’ve been talking a lot lately about different types of themed investing, like faith-based...
4 minute read
Top 5 Things to Know About Faith-Based Investing in Texas
You probably already shop, vote, travel, gift, and offer charity while staying in alignment with...
4 minute read
Biblically Responsible Investing and Your Retirement Savings
The Good Book is regarded as the ultimate life guide, which you may have been raised reading or...
5 minute read
Three Factors To Consider When Choosing Florida Or Texas As Your Home
*Originally published January 26th, 2022 on Forbes Finance Council As I observe the massive...
2 minute read
Growing Your Wealth with the Right Mindset and the Right Financial Advisor
It’s not just about how much money you have or don't have, as it turns out. It’s actually more...
5 minute read
What Does Your Money Mindset Say About You?
Your money mindset is basically a snapshot of your personal financial personality, habits,...
4 minute read
How to Align Your Financial Plan with Your Faith
Being religious or spiritual doesn’t mean that you also have to shun wealth and financial comfort.
4 minute read
5 Ways to Attract Financial Abundance into Your Life
If you’re seeking spiritual direction on how to attract financial abundance with manifestation...
5 minute read
How Much Does It Cost to Move?
About 400,000 American retirees relocate each year, on average, and of that, a large portion is...
5 minute read
12-month To-do list if you are retiring in 2023
Are you considering that 2023 might be the year you “call it a day” for good? Or have you already...
6 minute read
Why You May Need Less for Retirement than You Think
You’ve probably heard that you need to save enough to count on 80 percent of your pre-retirement...
4 minute read
3 Ways to Retire Early in Texas
The average retirement age for Americans is 62, although there are many who work longer, and a few...
4 minute read
Are You Covered Correctly for a Texas Retirement? Insurance You Need and Don't Need
When youretire in Texas or any place for that matter, you’ll soon discover that some of your...
4 minute read
Don't let property taxes in Texas prevent your retirement in Texas!
Thinking of retiring in Texas? Everything’s bigger in Texas! Seriously. It’s practically the...
4 minute read
A Retirement Dress Rehearsal: 4 Parts You’ll Want to Test Drive
You may be thinking, “A dress rehearsal? For retirement? What’s there to practice or try out?”...
4 minute read
Is it Expensive to Live in San Antonio Texas? How Long will Your Retirement Funds Last?
If you’ve saved $1 million for retirement, you should be set, right? Not necessarily.
4 minute read
Living the Retirement Dream Post-Pandemic: 7 Strategies to Consider
Like a lot of things, the COVID-19 pandemic has changed the way many people think about money,...
4 minute read
5 Lessons Learned from COVID-19, From a Financial Advisor in San Antonio
The world learned a lot from COVID-19.
4 minute read
10 Examples of When Your Investment Risk Tolerance Might Change
If you were on a gameshow and you just won $1 million, would you continue playing and risk it all,...
5 minute read
Target Date Fund Vs. Custom Planning: What are They and Which is Better for You?
When it comes to retirement planning, there are a lot of choices (and options within choices) to...
4 minute read
Business Owners: What ‘Paying Yourself’ Should Mean, but Probably Doesn’t
If you run your own business, you likely put a lot, if not most, of your time and all of your...
5 minute read
Long-Term Care Vs. Life Insurance: Financial Advisors in San Antonio, Texas Explain
As financial advisors in San Antonio, Texas who specialize in insurance planning, we see a lot of...
4 minute read
Retiring in Texas? Determine Your Retirement Personality and What It Means Financially
Is San Antonio, Texas a good place to retire? If so, where should I retire in Texas?
5 minute read
What is ‘Necessary’ Debt and How Do You Plan for It?
Just about everyone incurs debt of some kind, at some point in their lives, regardless of their...
5 minute read
Playing Catch Up: 6 Strategies When You Get a Late Start to Retirement Planning
If you’re a little late (or a lot late) in your retirement planning journey, don’t panic. There are...
5 minute read
How to Calculate Your Investment Performance Expectations: 10 Things to Consider
No one invests hoping to lose money. But what are your expectations for your financial investments?...
4 minute read
Planning a San Antonio Retirement? 5 Considerations When Choosing Where to Retire
Go ahead: Daydream about retirement. Really start thinking about how you’ll spend your time....
4 minute read
Financial Advisor in San Antonio Breaks Down 5 Types of IRAs: Which is Right for You?
An Individual Retirement Account (IRA) can be a great way to save toward your retirement and take...
5 minute read
How to Plan for Long-Term Care (For You and Your Parents)
For most people, planning ahead for their future long-term-care needs ranks right up there with...
4 minute read
Time in the Market Vs. Timing the Market: Investment Firm in San Antonio Weighs In
“Time in the market” and “timing the market” may sound like basically the same thing, but they are...
4 minute read
How to Get In Sync With Your Money: Ask Yourself These 10 Questions
Financial discussions can be difficult – even when they’re with yourself! But they’re important,...
5 minute read
5 RETIREMENT DECISIONS YOU CAN'T UNDO
You’ve probably heard the expression, “You can’t uncrack an egg.” It might be silly, but it’s true,...
5 minute read
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...
4 minute read
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
Is a Biblically Responsible Investing Strategy Right for You?
Biblically Responsible Investing (BRI) is a movement that has gained a lot of attention recently in...
1 minute read
PAX Financial Group Accepted into Forbes Finance Council
San Antonio, TX (1/6/2021) – We are pleased to announce that PAX Financial Group has been accepted...
1 minute read
8 Dangerous Financial Planning Assumptions Business Owners Shouldn’t Be Making
As a financial advisor in San Antonio, I see people generally fall in one of two groups when it...
5 minute read
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...
4 minute read
ETFs Cater to Socially Responsible Investors; PAX Weighs in on the Trend
As more and more investors turn to socially responsible investing, so comes an increasing interest...
4 minute read
PAX Financial Group’s 2021 Financial Checklist: Top 10 To-Dos
What a year 2020 has been. This has, without a doubt, been a year of uncertainty and change. For a...
4 minute read
What’s a Fiduciary and Why Do You Need One?
There were a lot of tough lessons learned in 2020, as the Coronavirus pandemic crippled many people...
3 minute read
PAX Financial Group Breaks Down 2 Forms of Social Investing
Social investing, or Socially Responsible Investing (SRI), is a strategy that focuses on making...
4 minute read
How Automation Can Make You a Better Investor
Technology is an amazing thing, and recent advances have simplified our lives and streamlined...
4 minute read
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...
4 minute read
A Comprehensive Financial Planning Checklist – For Kids!
No one wishes to raise financially irresponsible children or set out to intentionally teach their...
5 minute read
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...
4 minute read
How to Practice Mindful Spending
The COVID-19 crisis has almost definitely made significant changes to your spending habits – less...
5 minute read
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
A Retirement Checkup for Employers: 3 Perks to Consider as People Return to Work
Business owners don’t only have to think about their retirement, but they should also consider the...
5 minute read
Why You Probably Need an Updated Investment Risk Tolerance Test
We’ve all heard it, we’ve probably said it and at some point since the Coronavirus pandemic began...
4 minute read
How Much Do You Really Need? 3 Steps to Find Out
Among the myriad of lessons we have learned during the Coronavirus pandemic, perhaps the toughest...
4 minute read
The Coronavirus Shows Why an Emergency Fund is Crucial
Nearly half of Americans were living paycheck-to-paycheck before COVID-19.
4 minute read
3 Ways to Stretch Your Budget
The Coronavirus pandemic has hit the United States with a devastating one-two punch. While posing...
4 minute read
3 Coronavirus Scams That Can Derail Your San Antonio Retirement
Not even a pandemic can keep scammers from scamming.
4 minute read
A Comprehensive Financial Planning Checklist for the New Coronavirus Environment
Planning for the future has always been important, but as the Coronavirus pandemic continues to...
5 minute read
How to Stay Calm During the Pandemic and Focused on Your San Antonio Retirement
There is plenty to worry about these days, even as the country attempts to reopen and return to...
4 minute read
What the Coronavirus Stimulus Package Means For You
Congress approved the $2 trillion Coronavirus Aid, Relief, and Economic Security (CARES) Act on...
4 minute read
Why ‘Sticking Your Head in the Sand’ Isn’t an Option
New information surrounding COVID-19 and the market is constant. It’s important to quiet the noise...
3 minute read
An Update on the Coronavirus and Bear Market
We are absolutely in an unprecedented time right now and we hope you’re all safe and healthy.
4 minute read
5 Things You Can’t Predict About the Future (And What To Do About It)
The future is full of unknowns. It’s important to remember that receiving full service financial...
5 minute read
FOMO and Financial Planning: How to Tame Your Fear Of Missing Out
There are many reasons why people knowingly spend outside their means, but a common culprit is...
4 minute read
How to Build Your Dream Life Without Going into Massive Credit Card Debt
Most people have at least one credit card. And that’s OK. In fact, many credit cards offer...
5 minute read
To Refi or Not to Refi? What to Consider
Mortgage payments are one of the biggest monthly expenses in most households, so it makes sense...
4 minute read
8 Steps to Planning a Trip Without Breaking the Bank
Research shows that nearly 75 percent of Americans have gone into debt to pay for a vacation, with...
5 minute read
Marriage and Money: 5 Tips for Making it Work
Marriage is a partnership made of two people who may have very different approaches to money.
4 minute read
What Does Your Dream Retirement Look Like?
What comes to mind when you think about how you’ll spend your days in retirement? During your...
5 minute read
How Much Does It Cost to Raise a Child?
As a father of four, I know what a blessing children are. But I also know how expensive they can...
5 minute read
How to Navigate Sudden Wealth … And How Not To
We all dream of the day when a sudden windfall lands in our lap. While it may not happen to all of...
4 minute read
10 Ways to Support Family Members Without Risking Your Retirement
Do you have that one person in your family who always comes to you for money? It seems like the...
5 minute read
Seniors: Here’s a Tip to Lower Taxes While Giving to Charity
The holiday season is a time for reflection and giving back, and many people choose December as the...
4 minute read
PAX Financial Group Shares Its Year-End Market Update
As we near the end of another year, we at PAX Financial Group have heard some concerns about the...
4 minute read
Why You Should Pay Off Your Mortgage Early (And How to Do It)
At PAX Financial Group, we incorporate Dave Ramsey’s philosophies into our coaching, and one of...
4 minute read
Financial Tips for Seniors, Especially During the Holidays
It’s sad, but the truth is, senior citizens fall victim to financial scams all the time....
4 minute read
5 Questions to Ask Elderly Parents
As a child of aging parents, you may find these statistics alarming: Only 42 percent of Americans...
4 minute read
Your 7-Step Annual Financial Planning Checklist
Many people get regular eye exams, dental cleanings and/or physicals once a year, but what about an...
4 minute read
5 Things To Do Before You Donate to Charity: Financial Planning and Philanthropy
Believe it or not, countless studies prove that we experience a happier, healthier life, are more...
5 minute read
Spending Time with Family: Plan Now, Retire Happy
We’ve asked the question many times before: What do you plan to do in retirement? If the answer...
4 minute read
Classes on Retirement Planning Can Be a Huge Help
Retiring can be scary, but if you planned for retirement – how you want to spend your time when...
4 minute read
Where Will Your Retirement Money Come From?
When you’re in the workforce, your salary is usually your biggest stream of income. Once you...
4 minute read
Are You Taking the Right Amount of Risk in Your Portfolio?
Whether you are the CEO of a large corporation, a small business owner or an average Joe who is...
4 minute read
How to Protect Your Dependents in 10 Steps
Planning for your death can be uncomfortable, but it’s something you should really do, especially...
5 minute read
PAX Financial Group’s Inside Scoop on Financial Advice
Not all financial planning is created equal. In fact, this concept is why PAX Financial Group was...
4 minute read
A Personal Health and Wellness Plan Can Help You Retire Happy Now
A thorough, holistic financial plan should really encompass your health and wellness, but it is...
4 minute read
Work-Life Balance and Financial Planning
Work-life balance is the concept that both work and non-work commitments and activities are...
5 minute read
How to Combat Adult Peer Pressure: Link Your Goals to Your Budget
Keeping up with the Joneses is a dangerous game, especially if the Joneses are now the Kardashians,...
5 minute read
5 Surprising Facts You Didn’t Know About Social Security
What do you think of when you hear the words “Social Security”? Most people think of retirement...
4 minute read
How to Emotionally Prepare for Retirement – Why Friends May Be the Key
Retiring happy is a two-part process, but many people tend to skip the first step: Deciding how to...
5 minute read
8 Budgeting Tips to Help You Stay on Track
Making and maintaining a budget is an essential part of a healthy financial life. If you struggle...
5 minute read
Another Update from PAX Financial Group
There’s been a lot of financial talk lately. If you’ve read the headlines recently, watched the...
3 minute read
Advanced Estate Planning: What You Should Know
While many people think the term “estate planning” applies only to those with significant wealth,...
5 minute read
Do You Have an Emergency Fund?
If you’ve never had a financial emergency come up at a really inconvenient time, you’re in the...
4 minute read
How to Transition into Retirement on the Top of a Bull Market
Volatility is easily the most misunderstood part of investing. When the market is too volatile,...
4 minute read
Where Are We Headed? PAX Financial Group Looks at the Future
Can you believe we’re already more than one-quarter of the way through 2019? Time flies!
3 minute read
Why PAX Financial Group Suggests Creating a Virtual Vault
Safe deposit boxes in financial institutions, bank vaults and home safes have long been used to...
4 minute read
How To Fund Your Dream Life In 6 Simple Steps
You dream of what your life should look like. What’s stopping you from living that life? For most...
5 minute read
First Quarter Update: PAX Talks Investments, Stock Market and Economy
After talking with Doug Richardson, one of PAX Financial Group’s Certified Financial Planners...
4 minute read
Helpful Tips to Establishing a Charitable Giving Plan
In this space, we regularly discuss common concerns, fears and worries when it comes to...
5 minute read
4 Events That Can Help You Prepare for a Better Future
When I started PAX Financial Group, one of my top priorities was to help educate investors to...
4 minute read
Tips to Paying off Debt Early – PAX Financial Group Answers Common Questions
At PAX Financial Group, we obviously get a lot of questions about Social Security, estate planning...
5 minute read
PAX Financial Group Opens New Office in New Braunfels
PAX Financial Group is opening another office!
3 minute read
Professional Tax Guidance: 4 Ways a Financial Advisor Can Help
Taxes seem to be on everyone’s mind this time of year, but professional tax planning and the...
5 minute read
The Right Way to Pay for a Good Education: PAX and Parents
If you’re a parent and plan to pay for your children’s education, what’s your financial education...
5 minute read
Natural Disaster Planning in San Antonio
The aftermath of natural disasters can be devastating both emotionally and financially. With news...
4 minute read
How Is 2019 Starting Out? PAX Financial Group Explains
I’m super excited about 2019. I have to tell you, last year was rough. Volatility, volatility,...
4 minute read
Who’s the Modern-Day Millionaire? Insights from a Financial Planner San Antonio
What does the modern-day millionaire look like? As a financial planner San Antonio for many years,...
5 minute read
10 Ways to Prevent Becoming a Victim of Identity Theft
Living in the Digital Age provides many conveniences that previous generations didn’t have – the...
5 minute read
Insurance and Financial Planning Go Hand-in-Hand; Are You Covered Properly?
Insurance is a critical component of a balanced financial plan and a powerful tool to protect...
5 minute read
Why a Financial Checkup is So Important for Good Retirement Planning San Antonio
A new year is always a good time to review your finances. When doing so, we recommend a financial...
4 minute read
Want to Get Your Finances on Track This Year? Here’s Why You Need a Financial Advisor
At the beginning of every year, people are inspired by a fresh start; a clean slate; a new...
4 minute read
How Do You Really Feel About Money? Let’s Find Out
What kind of investor are you? What’s your money mindset? What’s important to you when it comes to...
4 minute read
7 Tips to Help You Thrive in Retirement
During your working years, many people stay so busy making money, building their careers and saving...
4 minute read
How to Structure Your Day in Retirement: Should It Include Working Part-Time
For many retirees, completely leaving their profession behind when they PIVOT away from the...
4 minute read
5 Factors to Consider When Finding the Right-Size Home for Your Retirement
Retirement can be an exciting time of transition and reflection, but it is also a time when many...
4 minute read
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...
4 minute read
Finding a Financial Group for the Middle Class
Most of us aren’t billionaires. We don’t have private jets, own a helicopter or rub elbows with the...
4 minute read
Top 8 Reasons Why San Antonio is a Good Place to Retire
When it comes to retirement planning, it’s obviously very important to think about your investments...
5 minute read
PAX Explains: What is Compound Interest?
“Compound interest is the eighth wonder of the world. He who understands it, earns it … he who...
4 minute read
7 Purchases Commonly Made Because of Adult Peer Pressure
Adult peer pressure is a real thing: I’ve been told that one in 10 Americans tell the other nine...
4 minute read
What’s the Price Tag of a Wedding? How Do You Pay for a Child’s Big Day?
Full financial planning isn’t just investments. When setting up a financial plan, a personal...
4 minute read
How the Holidays Affect Retirement Planning (San Antonio)
We all know that long-term savings is critical to financial success, but first we have to get our...
4 minute read
Spending Habits, Adult Children and Long-Term Money Plans
I’ve seen it more than enough: Parents give money to their adult children, and the kids then use...
4 minute read
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...
4 minute read
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...
4 minute read
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.
3 minute read
Two Areas a Financial Group Should Help With: Real Estate and Car Payments
Working with a financial advisor can be beneficial for many reasons. Here at PAX Financial Group,...
4 minute read
PAX Investments: Second Quarter Commentary
There’s been a lot of financial news in the tabloids lately, and that can create a lot of...
3 minute read
Divorce and Retirement Planning San Antonio
Divorce in general is rough, but it’s a topic that often comes up when discussing retirement...
5 minute read
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...
4 minute read
PAX Financial Group Opens New Office in North Carolina
PAX Financial Group has expanded its footprint.
4 minute read
What All Investors Should Do: Rethink ‘Market Crash’
When building an investment portfolio, a true investment risk assessment is a crucial step. How you...
3 minute read
How to Spend – Tips from Your Financial Life Advisors San Antonio
I hate to admit it, but I do like to buy stuff. I can always find a reason to buy new sneakers, new...
4 minute read
10 Questions You Should Ask Yourself Before Making a Financial Decision, Especially As We Age
The last time I saw a client of mine (we’ll call him “Jim”), was 12 months ago, and he was sharp as...
4 minute read
My Child is About to Go to College! Parents: Planning Isn’t Just Financial Services
As another school year approaches, I recall a frantic email I received from an existing client. He...
3 minute read
Financial Planning for Parents Should Include Saving for Education
You have a $250,000 investment and no one told you!
4 minute read
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:
6 minute read
Retirement Planning San Antonio: Video Conferencing Can Make It Easier
There is no question, communication with your financial advisor is crucial. Meeting on a regular...
4 minute read