Our PAX Financial Blog
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
