PAX Financial Blog

401K to roth ira

Financial Planning retirement

May 11th, 2021 by: Roger Stukkie

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

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review of financial plans

Financial Planning financial advisor San Antonio

May 4th, 2021 by: Bryan Wing

What is a Monte Carlo Simulation and Why Do Financial Advisors Use It?

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retiring before your spouse

retirement financial advisor San Antonio

Apr 20th, 2021 by: David Alvarez

Retiring Before Your Spouse? 5 Issues to Discuss

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are you financially ready for retirement

Financial Planning retirement financial advisor San Antonio

Apr 13th, 2021 by: Roger Stukkie

15 Things to Have in Place Before You Retire

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living trust and estate planning

financial advisor San Antonio estate planning

Apr 5th, 2021 by: Brad Hallett

Estate Planning San Antonio: How to Help Your Family Financially Through a Trust

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next generation small business owner

Financial Planning financial advisor San Antonio estate planning

Mar 22nd, 2021 by: David Alvarez

Common Estate Planning Questions: How to Pass a Business on to the Next Generation

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health benefits during retirement

retirement financial advisor San Antonio

Mar 10th, 2021 by: Justin Elliott

Everything You Need to Know About Retirement Healthcare

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business owner conducting day to day operations

Financial Planning retirement financial advisor San Antonio

Mar 1st, 2021 by: Lucas MacDonald

5 Ways Offering a Retirement Plan to Your Employees Benefits You, Too

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client meeting with financial advisor

retirement financial advisor San Antonio

Feb 15th, 2021 by: David Alvarez

You’ve Made it to Retirement! How a Financial Advisor Can Help with the Transition

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working after retirement

retirement financial advisor San Antonio

Feb 8th, 2021 by: Roger Stukkie

Working in ‘Retirement’ – 4 Things to Consider

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With over 100 years of combined experience, San Antonio, Texas-based PAX Financial Group is passionate about helping you live the life of your dreams. We’re more than just financial advisors, we’re life advisors! Locally owned and independent, our advisors are deeply committed to helping you achieve your vision of financial success. We offer holistic financial assessments, investment management and insurance all in one place, with simple, all-inclusive pricing.

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