PAX Financial Blog

How to Get In Sync With Your Money: Ask Yourself These 10 Questions


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

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

Retiring Before Your Spouse? 5 Issues to Discuss

15 Things to Have in Place Before You Retire

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

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

Everything You Need to Know About Retirement Healthcare

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

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

Working in ‘Retirement’ – 4 Things to Consider

Is a Biblically Responsible Investing Strategy Right for You?

PAX Financial Group Accepted into Forbes Finance Council

8 Dangerous Financial Planning Assumptions Business Owners Shouldn’t Be Making

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

ETFs Cater to Socially Responsible Investors; PAX Weighs in on the Trend

PAX Financial Group’s 2021 Financial Checklist: Top 10 To-Dos

What’s a Fiduciary and Why Do You Need One in 2021?

PAX Financial Group Breaks Down 2 Forms of Social Investing

How Automation Can Make You a Better Investor

PAX Investments: Feeling Good About Your Portfolio

A Comprehensive Financial Planning Checklist – For Kids!

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

How to Practice Mindful Spending

One Tip That Can Help You Avoid Retirement FOMO

4 Things Pre-Retirees Worry About Most – And What To Do About It

Can I Be Financially Responsible and Still Have Fun? Follow This 6-Step Plan

4 Ways to Retire: Which is Right for You?

6 Ways Retirement Can Surprise You

4 Common DIY Financial Mistakes: When Should You Talk to a Financial Advisor?

5 Key Aspects of Retirement You Should Have Dialed in By Your 40s

What is a Trust? And Other Common Estate Planning Questions

Why a Long-Term Relationship with Your Advisor Can Help You Build Wealth

A Retirement Checkup for Employers: 3 Perks to Consider as People Return to Work

Why You Probably Need an Updated Investment Risk Tolerance Test

How Much Do You Really Need? 3 Steps to Find Out

The Coronavirus Shows Why an Emergency Fund is Crucial

3 Ways to Stretch Your Budget

3 Coronavirus Scams That Can Derail Your San Antonio Retirement

A Comprehensive Financial Planning Checklist for the New Coronavirus Environment

How to Stay Calm During the Pandemic and Focused on Your San Antonio Retirement

What the Coronavirus Stimulus Package Means For You

Why ‘Sticking Your Head in the Sand’ Isn’t an Option

An Update on the Coronavirus and Bear Market

5 Things You Can’t Predict About the Future (And What To Do About It)

FOMO and Financial Planning: How to Tame Your Fear Of Missing Out

How to Build Your Dream Life Without Going into Massive Credit Card Debt

To Refi or Not to Refi? What to Consider

8 Steps to Planning a Trip Without Breaking the Bank

Marriage and Money: 5 Tips for Making it Work

What Does Your Dream Retirement Look Like?

How Much Does It Cost to Raise a Child?

How to Navigate Sudden Wealth … And How Not To

10 Ways to Support Family Members Without Risking Your Retirement

Seniors: Here’s a Tip to Lower Taxes While Giving to Charity

PAX Financial Group Shares Its Year-End Market Update

Why You Should Pay Off Your Mortgage Early (And How to Do It)

Financial Tips for Seniors, Especially During the Holidays

5 Questions to Ask Elderly Parents

Your 7-Step Annual Financial Planning Checklist

5 Things To Do Before You Donate to Charity: Financial Planning and Philanthropy

Spending Time with Family: Plan Now, Retire Happy

Classes on Retirement Planning Can Be a Huge Help

Where Will Your Retirement Money Come From?

Are You Taking the Right Amount of Risk in Your Portfolio?

How to Protect Your Dependents in 10 Steps

PAX Financial Group’s Inside Scoop on Financial Advice

A Personal Health and Wellness Plan Can Help You Retire Happy Now

Work-Life Balance and Financial Planning

How to Combat Adult Peer Pressure: Link Your Goals to Your Budget

5 Surprising Facts You Didn’t Know About Social Security

How to Emotionally Prepare for Retirement – Why Friends May Be the Key

8 Budgeting Tips to Help You Stay on Track

Another Update from PAX Financial Group

Advanced Estate Planning: What You Should Know

Do You Have an Emergency Fund?

How to Transition into Retirement on the Top of a Bull Market

Where Are We Headed? PAX Financial Group Looks at the Future

Why PAX Financial Group Suggests Creating a Virtual Vault

How To Fund Your Dream Life In 6 Simple Steps

First Quarter Update: PAX Talks Investments, the Stock Market and the Economy

Helpful Tips to Establishing a Charitable Giving Plan

4 Events That Can Help You Prepare for a Better Future

Tips to Paying off Debt Early – PAX Financial Group Answers Common Questions

PAX Financial Group Opens New Office in New Braunfels

Professional Tax Guidance: 4 Ways a Financial Advisor Can Help

The Right Way to Pay for a Good Education: PAX and Parents

Natural Disaster Planning in San Antonio

How Is 2019 Starting Out? PAX Financial Group Explains

Who’s the Modern-Day Millionaire? Insights from a Financial Planner San Antonio

10 Ways to Prevent Becoming a Victim of Identity Theft

Insurance and Financial Planning Go Hand-in-Hand; Are You Covered Properly?

Why a Financial Checkup is So Important for Good Retirement Planning San Antonio

Want to Get Your Finances on Track This Year? Here’s Why You Need a Financial Advisor

How Do You Really Feel About Money? Let’s Find Out

7 Tips to Help You Thrive in Retirement

How to Structure Your Day in Retirement: Should It Include Working Part-Time

5 Factors to Consider When Finding the Right-Size Home for Your Retirement

Is It Time for Senior Housing? How a Personal Financial Group Can Help You Decide

Finding a Financial Group for the Middle Class

Top 8 Reasons Why San Antonio is a Good Place to Retire

PAX Explains: What is Compound Interest?

7 Purchases Commonly Made Because of Adult Peer Pressure

What’s the Price Tag of a Wedding? How Do You Pay for a Child’s Big Day?

How the Holidays Affect Retirement Planning (San Antonio)

Spending Habits, Adult Children and Long-Term Money Plans

Retirement Planning Help: The Mechanics of IRA Deposits

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

Medicare FAQs: PAX Financial Group Answers the Most Common Questions

Two Areas a Financial Group Should Help With: Real Estate and Car Payments

PAX Investments: Second Quarter Commentary

Divorce and Retirement Planning San Antonio

Will Social Security Be There For Me? Common Questions About Retirement Planning San Antonio

PAX Financial Group Opens New Office in North Carolina

Two Things All Investors Should Do: Rethink ‘Market Crash’ and Take an Investment Risk Assessment

How to Spend – Tips from Your Financial Life Advisors San Antonio

10 Questions You Should Ask Yourself Before Making a Financial Decision, Especially As We Age

My Child is About to Go to College! Parents: Planning Isn’t Just Financial Services

Financial Planning for Parents Should Include Saving for Education

5 Steps to Help Ensure You Won’t Outlive Your Income

Retirement Planning San Antonio: Video Conferencing Can Make It Easier

5 Reasons Why You Should Retire Now

‘Just in Case’ Preparation – Estate Planning for You and Your Family Members

6 Factors That May Help Your Retirement Planning (San Antonio)

Updating Your Will – 2 Things You Need to Talk About with Your Financial Planner San Antonio

Are Your Worries Real? Financial Services Advice

The Real Price of Trading Stocks: San Antonio Financial Group Explains

You’re Never Too Young to Start Working With a Financial Advisor, San Antonio

Switching Money Lanes with a Financial Advisor, San Antonio

Holistic Financial Planning: 10 Things to Consider Before Retiring

In Retirement, Financial Planning Doesn’t Equal Just Investments

Children of Aging Parents: 4 Financial Questions You Need to Ask

How to Structure Your Day in Retirement … And What It Takes to Get There

Planned Financial Services for the Sandwich Generation

Social Security Workshops Shed Light on Retirement

5 Things to do Before You Retire: Retirement Planning San Antonio

What To Do Before You Retire: Step 1, Notify HR

PAX Financial Group Launches New and Improved Website

5 Habits to Increase Your Net Worth

Chances of Getting Social Security

Tax reform – New laws will help most of America because of the higher-standard deductions

Bitcoin is an Investment That Lacks Evidence and a Track Record

5 Considerations Before You Convert Your IRA to a Roth IRA

How to Invest Smartly: 5 Ways To Avoid Investment Deceit

Three Variations of Retirement

You should know this word: Fiduciary

5 Investing Rules to Never Forget

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