---
title: PAX Financial Blog  (2)
description: Read PAX Financial's blog to stay current with personal finance issues that are important for your financial goals. (2)
---

- [About PAX](https://paxfinancialgroup.com/about-pax/) 
    - [Our Story](https://paxfinancialgroup.com/about-pax/our-story/)
    - [The PAX Financial Group Team](https://paxfinancialgroup.com/about-pax/our-team/)
    - [Awards and Recognition](https://paxfinancialgroup.com/about-pax/awards-and-recogitions/)
    - [Are We Right For You?](https://paxfinancialgroup.com/are-we-right-for-you/)
    - [Contact Us](https://paxfinancialgroup.com/connect-with-pax-financial-group/)
- [Who We Serve](https://paxfinancialgroup.com/who-we-serve/)
- [What We Do](https://paxfinancialgroup.com/what-we-do/) 
    - [Services for Individuals](https://paxfinancialgroup.com/what-we-do/services-for-individuals/)
    - [Pivot Retirement Planning](https://paxfinancialgroup.com/what-we-do/pivot-retirement-planning/)
    - [Services for Employers](https://paxfinancialgroup.com/what-we-do/services-for-employers/)
    - [Insurance](https://paxfinancialgroup.com/what-we-do/insurance/)
- [Resources](https://paxfinancialgroup.com/resources/) 
    - [Blog](https://blog.paxfinancialgroup.com/)
    - [PAX Quick Guides](https://paxfinancialgroup.com/pax-quick-guides/)
    - [eBooks](https://paxfinancialgroup.com/ebooks/)
    - [PAX Videos](https://paxfinancialgroup.com/resources/pax-videos/)
    - [Books](https://paxfinancialgroup.com/resources/books/)
    - [Payments](https://secure.bluepay.com/interfaces/shpf?SHPF_FORM_ID=mobileform01D&SHPF_ACCOUNT_ID=100724655456&SHPF_TPS_DEF=SHPF%5FFORM%5FID%20SHPF%5FACCOUNT%5FID%20DBA%20TAMPER%5FPROOF%5FSEAL%20AMEX%5FIMAGE%20DISCOVER%5FIMAGE%20TPS%5FDEF%20TPS%5FHASH%5FTYPE%20SHPF%5FTPS%5FDEF%20CUSTOM%5FHTML%20SHPF%5FTPS%5FHASH%5FTYPE%20REBILLING%20REB%5FCYCLES%20REB%5FAMOUNT%20REB%5FEXPR%20REB%5FFIRST%5FDATE&SHPF_TPS_HASH_TYPE=HMAC%5FSHA512&SHPF_TPS=d5080ea6f79b50c4e49eb8b732c06ed9a9ceccf482e9d2858b38e10409c48cae2113c955723aabea8ea9306624acc3ec85af973afa52af67b280c4efc6f41d93&MODE=LIVE&TRANSACTION_TYPE=SALE&DBA=PAX%20Financial%20Group&AMOUNT=&TAMPER_PROOF_SEAL=acec80a3aacdad7f9ea894fb26f1e93884dc837d9bd8259ef407546e220a9b603da4b9b9f252d12b88e0bd66f8e8be12c05eb44f843b901406e4a51e3da13026&CUSTOM_ID=&CUSTOM_ID2=&REBILLING=0&REB_CYCLES=&REB_AMOUNT=&REB_EXPR=&REB_FIRST_DATE=&AMEX_IMAGE=amex%2Egif&DISCOVER_IMAGE=discvr%2Egif&REDIRECT_URL=https%3A%2F%2Fsecure%2Ebluepay%2Ecom%2Finterfaces%2Fshpf%3FSHPF%5FFORM%5FID%3Dmobileresult01%26SHPF%5FACCOUNT%5FID%3D100724655456%26SHPF%5FTPS%5FDEF%3DSHPF%255FACCOUNT%255FID%2520SHPF%255FFORM%255FID%2520RETURN%255FURL%2520DBA%2520AMEX%255FIMAGE%2520DISCOVER%255FIMAGE%2520SHPF%255FTPS%255FDEF%2520SHPF%255FTPS%255FHASH%255FTYPE%26SHPF%5FTPS%5FHASH%5FTYPE%3DHMAC%255FSHA512%26SHPF%5FTPS%3Dd488c2e90342636299786ebcd52a22e4b8c1d94e333a03fd781cde6ce343e2005d461985931f1c208376fe866b45b6e651d1f1e747766d3ade198a4513fababb%26RETURN%5FURL%3D%26DBA%3DPAX%2520Financial%2520Group%26AMEX%5FIMAGE%3Damex%252Egif%26DISCOVER%5FIMAGE%3Ddiscvr%252Egif&TPS_DEF=MERCHANT%20APPROVED%5FURL%20DECLINED%5FURL%20MISSING%5FURL%20MODE%20TRANSACTION%5FTYPE%20TPS%5FDEF%20TPS%5FHASH%5FTYPE%20REBILLING%20REB%5FCYCLES%20REB%5FAMOUNT%20REB%5FEXPR%20REB%5FFIRST%5FDATE&TPS_HASH_TYPE=HMAC%5FSHA512&CUSTOM_HTML=&CARD_TYPES=vi%2Dmc%2Ddi%2Dam)
- [Get Started](https://paxfinancialgroup.com/connect-with-pax-financial-group/)
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[![PAXFinancialGroup](https://blog.paxfinancialgroup.com/hubfs/PAXFinancialGroup-Dec2017/Image/logo.png "PAXFinancialGroup")](http://www.paxfinancialgroup.com)

# PAX Financial Blog

[![client meeting with financial advisor](https://blog.paxfinancialgroup.com/hubfs/PAX%20Financial%20Group%20TX.jpg)](https://blog.paxfinancialgroup.com/blog/youve-made-it-to-retirement-how-a-financial-advisor-can-help-with-the-transition)

[retirement](https://blog.paxfinancialgroup.com/blog/tag/retirement) [financial advisor San Antonio](https://blog.paxfinancialgroup.com/blog/tag/financial-advisor-san-antonio)

 Feb 15th, 2021  by: [David Alvarez](https://blog.paxfinancialgroup.com/blog/author/david-alvarez)

## [You’ve Made it to Retirement! How a Financial Advisor Can Help with the Transition](https://blog.paxfinancialgroup.com/blog/youve-made-it-to-retirement-how-a-financial-advisor-can-help-with-the-transition)

[Read More](https://blog.paxfinancialgroup.com/blog/youve-made-it-to-retirement-how-a-financial-advisor-can-help-with-the-transition)

[![working after retirement](https://blog.paxfinancialgroup.com/hubfs/retirement%20planning%20for%20small%20business%20owners%20San%20Antonio%20PAX%20Financial%20Group.jpg)](https://blog.paxfinancialgroup.com/blog/working-in-retirement-4-things-to-consider)

[retirement](https://blog.paxfinancialgroup.com/blog/tag/retirement) [financial advisor San Antonio](https://blog.paxfinancialgroup.com/blog/tag/financial-advisor-san-antonio)

 Feb 8th, 2021  by: [Roger Stukkie](https://blog.paxfinancialgroup.com/blog/author/roger-stukkie)

## [Working in ‘Retirement’ – 4 Things to Consider](https://blog.paxfinancialgroup.com/blog/working-in-retirement-4-things-to-consider)

[Read More](https://blog.paxfinancialgroup.com/blog/working-in-retirement-4-things-to-consider)

[![woman discussing biblically responsible investing with advisor](https://blog.paxfinancialgroup.com/hubfs/PAX%20Financial%20Group%20Biblically%20Responsible%20Investing.jpg)](https://blog.paxfinancialgroup.com/blog/is-a-biblically-responsible-investing-strategy-right-for-you)

[Financial Planning](https://blog.paxfinancialgroup.com/blog/tag/financial-planning) [financial advisor San Antonio](https://blog.paxfinancialgroup.com/blog/tag/financial-advisor-san-antonio) [Forbes](https://blog.paxfinancialgroup.com/blog/tag/forbes)

 Feb 5th, 2021  by: [Darryl Lyons](https://blog.paxfinancialgroup.com/blog/author/darryl-lyons)

## [Is a Biblically Responsible Investing Strategy Right for You?](https://blog.paxfinancialgroup.com/blog/is-a-biblically-responsible-investing-strategy-right-for-you)

[Read More](https://blog.paxfinancialgroup.com/blog/is-a-biblically-responsible-investing-strategy-right-for-you)

[![PAX Financial featured in Forbes](https://blog.paxfinancialgroup.com/hubfs/forbes%20logo.png)](https://blog.paxfinancialgroup.com/blog/pax-financial-group-accepted-into-forbes-finance-council)

[News](https://blog.paxfinancialgroup.com/blog/tag/news) [Forbes](https://blog.paxfinancialgroup.com/blog/tag/forbes)

 Feb 3rd, 2021  by: [PAX Financial Group](https://blog.paxfinancialgroup.com/blog/author/pax-financial-group)

## [PAX Financial Group Accepted into Forbes Finance Council](https://blog.paxfinancialgroup.com/blog/pax-financial-group-accepted-into-forbes-finance-council)

[Read More](https://blog.paxfinancialgroup.com/blog/pax-financial-group-accepted-into-forbes-finance-council)

[![business owner reflecting on financial plans](https://blog.paxfinancialgroup.com/hubfs/financial%20planning%20for%20business%20owners%20San%20Antonio%20PAX%20Financial%20Group.jpg)](https://blog.paxfinancialgroup.com/blog/8-dangerous-financial-planning-assumptions-business-owners-shouldnt-be-making)

[Financial Planning](https://blog.paxfinancialgroup.com/blog/tag/financial-planning) [financial advisor San Antonio](https://blog.paxfinancialgroup.com/blog/tag/financial-advisor-san-antonio)

 Feb 1st, 2021  by: [Brad Hallett](https://blog.paxfinancialgroup.com/blog/author/brad-hallett)

## [8 Dangerous Financial Planning Assumptions Business Owners Shouldn’t Be Making](https://blog.paxfinancialgroup.com/blog/8-dangerous-financial-planning-assumptions-business-owners-shouldnt-be-making)

[Read More](https://blog.paxfinancialgroup.com/blog/8-dangerous-financial-planning-assumptions-business-owners-shouldnt-be-making)

[![person at desk researching investments](https://blog.paxfinancialgroup.com/hubfs/PAX%20investments%20San%20Antonio.jpg)](https://blog.paxfinancialgroup.com/blog/investing-seem-easy-exciting-fun-5-challenges-to-getting-it-right)

[retirement](https://blog.paxfinancialgroup.com/blog/tag/retirement) [financial advisor San Antonio](https://blog.paxfinancialgroup.com/blog/tag/financial-advisor-san-antonio)

 Jan 18th, 2021  by: [Darryl Lyons](https://blog.paxfinancialgroup.com/blog/author/darryl-lyons)

## [Investing Seem Easy? Exciting? Fun? 5 Challenges to Getting it Right](https://blog.paxfinancialgroup.com/blog/investing-seem-easy-exciting-fun-5-challenges-to-getting-it-right)

[Read More](https://blog.paxfinancialgroup.com/blog/investing-seem-easy-exciting-fun-5-challenges-to-getting-it-right)

[![letters ETF on an iPad](https://blog.paxfinancialgroup.com/hubfs/ETF%20PAX%20Financial%20Group%20San%20Antonio%20Texas.jpg)](https://blog.paxfinancialgroup.com/blog/etfs-cater-to-socially-responsible-investors-pax-weighs-in-on-the-trend)

[Financial Planning](https://blog.paxfinancialgroup.com/blog/tag/financial-planning) [financial advisor San Antonio](https://blog.paxfinancialgroup.com/blog/tag/financial-advisor-san-antonio)

 Jan 11th, 2021  by: [Darryl Lyons](https://blog.paxfinancialgroup.com/blog/author/darryl-lyons)

## [ETFs Cater to Socially Responsible Investors; PAX Weighs in on the Trend](https://blog.paxfinancialgroup.com/blog/etfs-cater-to-socially-responsible-investors-pax-weighs-in-on-the-trend)

[Read More](https://blog.paxfinancialgroup.com/blog/etfs-cater-to-socially-responsible-investors-pax-weighs-in-on-the-trend)

[![2021 calendar on desk](https://blog.paxfinancialgroup.com/hubfs/start%20young%20financial%20group%20PAX.jpg)](https://blog.paxfinancialgroup.com/blog/pax-financial-groups-2021-financial-checklist-top-10-to-dos)

[Financial Planning](https://blog.paxfinancialgroup.com/blog/tag/financial-planning)

 Jan 4th, 2021  by: [Darryl Lyons](https://blog.paxfinancialgroup.com/blog/author/darryl-lyons)

## [PAX Financial Group’s 2021 Financial Checklist: Top 10 To-Dos](https://blog.paxfinancialgroup.com/blog/pax-financial-groups-2021-financial-checklist-top-10-to-dos)

[Read More](https://blog.paxfinancialgroup.com/blog/pax-financial-groups-2021-financial-checklist-top-10-to-dos)

[![man on laptop searching for fiduciary advisor](https://blog.paxfinancialgroup.com/hubfs/fiduciary%20San%20Antonio%20PAX%20Financial%20Group%20TX.jpg)](https://blog.paxfinancialgroup.com/blog/whats-a-fiduciary-and-why-do-you-need-one-in-2021)

[Financial Planning](https://blog.paxfinancialgroup.com/blog/tag/financial-planning) [financial advisor San Antonio](https://blog.paxfinancialgroup.com/blog/tag/financial-advisor-san-antonio)

 Dec 16th, 2020  by: [Darryl Lyons](https://blog.paxfinancialgroup.com/blog/author/darryl-lyons)

## [What’s a Fiduciary and Why Do You Need One in 2021?](https://blog.paxfinancialgroup.com/blog/whats-a-fiduciary-and-why-do-you-need-one-in-2021)

[Read More](https://blog.paxfinancialgroup.com/blog/whats-a-fiduciary-and-why-do-you-need-one-in-2021)

[![close up of social investing documents on desk](https://blog.paxfinancialgroup.com/hubfs/social%20investing%20San%20Antonio%20PAX%20Financial%20Group.jpg)](https://blog.paxfinancialgroup.com/blog/pax-financial-group-breaks-down-2-forms-of-social-investing)

[Financial Planning](https://blog.paxfinancialgroup.com/blog/tag/financial-planning) [financial advisor San Antonio](https://blog.paxfinancialgroup.com/blog/tag/financial-advisor-san-antonio)

 Dec 8th, 2020  by: [Darryl Lyons](https://blog.paxfinancialgroup.com/blog/author/darryl-lyons)

## [PAX Financial Group Breaks Down 2 Forms of Social Investing](https://blog.paxfinancialgroup.com/blog/pax-financial-group-breaks-down-2-forms-of-social-investing)

[Read More](https://blog.paxfinancialgroup.com/blog/pax-financial-group-breaks-down-2-forms-of-social-investing)

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### GET THE PAX LATEST POSTS

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### READY TO PIVOT TO YOUR BEST FUTURE?

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[Talk With Us](https://info.paxfinancialgroup.com/talk-with-pax-financial-group-for-your-free-financial-planning-consultation)

#### POPULAR POSTS

[![will estate PAX Financial ](https://blog.paxfinancialgroup.com/hubfs/will%20estate%20PAX%20Financial%20.jpg)](https://blog.paxfinancialgroup.com/blog/updating-your-will-2-things-you-need-to-talk-about-with-your-financial-planner-san-antonio)

# [Updating Your Will – 2 Things You Need to Talk About with Your Financial Planner San Antonio](https://blog.paxfinancialgroup.com/blog/updating-your-will-2-things-you-need-to-talk-about-with-your-financial-planner-san-antonio)

 by [Darryl Lyons](https://blog.paxfinancialgroup.com/blog/author/darryl-lyons)  June 18, 2018

[![investment risk assessment PAX Financial Group](https://blog.paxfinancialgroup.com/hubfs/investment%20risk%20assessment%20PAX%20Financial%20Group.jpg)](https://blog.paxfinancialgroup.com/blog/two-things-all-investors-should-do-rethink-market-crash-and-take-an-investment-risk-assessment)

# [Two Things All Investors Should Do: Rethink ‘Market Crash’ and Take an Investment Risk Assessment](https://blog.paxfinancialgroup.com/blog/two-things-all-investors-should-do-rethink-market-crash-and-take-an-investment-risk-assessment)

 by [Darryl Lyons](https://blog.paxfinancialgroup.com/blog/author/darryl-lyons)  August 27, 2018

[![Faith Based Investing written on notebook](https://blog.paxfinancialgroup.com/hubfs/faith%20based%20investing%20financial%20planning%20San%20Antonio%20PAX.jpg)](https://blog.paxfinancialgroup.com/blog/a-guide-to-faith-based-investing-3-steps-to-getting-started)

# [A Guide to Faith-Based Investing: 3 Steps to Getting Started](https://blog.paxfinancialgroup.com/blog/a-guide-to-faith-based-investing-3-steps-to-getting-started)

 by [Darryl Lyons](https://blog.paxfinancialgroup.com/blog/author/darryl-lyons)  November 2, 2020

[![planned financial services sandwich generation PAX Financial Group](https://blog.paxfinancialgroup.com/hubfs/planned%20financial%20services%20sandwich%20generation%20PAX%20Financial%20Group.jpg)](https://blog.paxfinancialgroup.com/blog/planned-financial-services-for-the-sandwich-generation)

# [Planned Financial Services for the Sandwich Generation](https://blog.paxfinancialgroup.com/blog/planned-financial-services-for-the-sandwich-generation)

 by [Darryl Lyons](https://blog.paxfinancialgroup.com/blog/author/darryl-lyons)  April 17, 2018

[![retirement planning buckets outlive your income PAX Financial](https://blog.paxfinancialgroup.com/hubfs/retirement%20planning%20buckets%20outlive%20your%20income%20PAX%20Financial.jpg)](https://blog.paxfinancialgroup.com/blog/5-steps-to-help-ensure-you-wont-outlive-your-income)

# [5 Steps to Help Ensure You Won’t Outlive Your Income](https://blog.paxfinancialgroup.com/blog/5-steps-to-help-ensure-you-wont-outlive-your-income)

 by [Darryl Lyons](https://blog.paxfinancialgroup.com/blog/author/darryl-lyons)  July 23, 2018

Created with Sketch.

### LEARN MORE

- [About PAX Financial](https://paxfinancialgroup.com/about-pax/our-story/)
- [Who We Serve](https://paxfinancialgroup.com/who-we-serve/)
- [What We Do](https://paxfinancialgroup.com/what-we-do/)
- [Keeping Your Money Protected](https://paxfinancialgroup.com/are-we-right-for-you/keeping-your-money-protected/)
- [Are We Right For You?](https://paxfinancialgroup.com/are-we-right-for-you/)
- [Resources](https://paxfinancialgroup.com/resources/)
- [Get Started](https://paxfinancialgroup.com/connect-with-pax-financial-group/)
- [Payments](https://secure.bluepay.com/interfaces/shpf?SHPF_FORM_ID=mobileform01D&SHPF_ACCOUNT_ID=100724655456&SHPF_TPS_DEF=SHPF%5FFORM%5FID%20SHPF%5FACCOUNT%5FID%20DBA%20TAMPER%5FPROOF%5FSEAL%20AMEX%5FIMAGE%20DISCOVER%5FIMAGE%20TPS%5FDEF%20TPS%5FHASH%5FTYPE%20SHPF%5FTPS%5FDEF%20CUSTOM%5FHTML%20SHPF%5FTPS%5FHASH%5FTYPE%20REBILLING%20REB%5FCYCLES%20REB%5FAMOUNT%20REB%5FEXPR%20REB%5FFIRST%5FDATE&SHPF_TPS_HASH_TYPE=HMAC%5FSHA512&SHPF_TPS=d5080ea6f79b50c4e49eb8b732c06ed9a9ceccf482e9d2858b38e10409c48cae2113c955723aabea8ea9306624acc3ec85af973afa52af67b280c4efc6f41d93&MODE=LIVE&TRANSACTION_TYPE=SALE&DBA=PAX%20Financial%20Group&AMOUNT=&TAMPER_PROOF_SEAL=acec80a3aacdad7f9ea894fb26f1e93884dc837d9bd8259ef407546e220a9b603da4b9b9f252d12b88e0bd66f8e8be12c05eb44f843b901406e4a51e3da13026&CUSTOM_ID=&CUSTOM_ID2=&REBILLING=0&REB_CYCLES=&REB_AMOUNT=&REB_EXPR=&REB_FIRST_DATE=&AMEX_IMAGE=amex%2Egif&DISCOVER_IMAGE=discvr%2Egif&REDIRECT_URL=https%3A%2F%2Fsecure%2Ebluepay%2Ecom%2Finterfaces%2Fshpf%3FSHPF%5FFORM%5FID%3Dmobileresult01%26SHPF%5FACCOUNT%5FID%3D100724655456%26SHPF%5FTPS%5FDEF%3DSHPF%255FACCOUNT%255FID%2520SHPF%255FFORM%255FID%2520RETURN%255FURL%2520DBA%2520AMEX%255FIMAGE%2520DISCOVER%255FIMAGE%2520SHPF%255FTPS%255FDEF%2520SHPF%255FTPS%255FHASH%255FTYPE%26SHPF%5FTPS%5FHASH%5FTYPE%3DHMAC%255FSHA512%26SHPF%5FTPS%3Dd488c2e90342636299786ebcd52a22e4b8c1d94e333a03fd781cde6ce343e2005d461985931f1c208376fe866b45b6e651d1f1e747766d3ade198a4513fababb%26RETURN%5FURL%3D%26DBA%3DPAX%2520Financial%2520Group%26AMEX%5FIMAGE%3Damex%252Egif%26DISCOVER%5FIMAGE%3Ddiscvr%252Egif&TPS_DEF=MERCHANT%20APPROVED%5FURL%20DECLINED%5FURL%20MISSING%5FURL%20MODE%20TRANSACTION%5FTYPE%20TPS%5FDEF%20TPS%5FHASH%5FTYPE%20REBILLING%20REB%5FCYCLES%20REB%5FAMOUNT%20REB%5FEXPR%20REB%5FFIRST%5FDATE&TPS_HASH_TYPE=HMAC%5FSHA512&CUSTOM_HTML=&CARD_TYPES=vi%2Dmc%2Ddi%2Dam)
- [Careers](http://paxfg.hrmdirect.com/employment/careers.php)
- [Contact Us](https://paxfinancialgroup.com/connect-with-pax-financial-group/)

### ABOUT PAX

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.

[Talk to us](https://info.paxfinancialgroup.com/contact-us-pax-financial-group)

### CONTACT INFO

##### SAN ANTONIO OFFICE:

**Address:**

270 N Loop 1604 E, Ste. 200   
 San Antonio, TX 78232

**Phone:**

(210) 881-5700

**Fax:**

(210) 881-5698

##### ASHEVILLE NC REMOTE LOCATION

**Phone:**

(828) 333-5112

**Fax:**

(210) 881-5698

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- Investment Advisory Services are offered through PAX Financial Group
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- [Privacy Policy](https://paxfinancialgroup.com/privacy-policy/)

This site is published for residents of the United States only.  Investment Advisor Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered or qualifies for an exemption or exclusion from registration requirements. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined.  Not all of the services referenced on this site are available in every state and through every advisor listed.  For additional information, please contact PAX Financial Group at 210-881-5700.