---
title: PAX Financial Blog  | holistic financial planning (3)
description: holistic financial planning | Read PAX Financial's blog to stay current with personal finance issues that are important for your financial goals. (3)
---

- [About PAX](https://paxfinancialgroup.com/about-pax/) 
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- [What We Do](https://paxfinancialgroup.com/what-we-do/) 
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    - [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)
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# PAX Financial Blog

[![annual review retirement planning San Antonio PAX Financial Group](https://blog.paxfinancialgroup.com/hubfs/annual%20review%20retirement%20planning%20San%20Antonio%20PAX%20Financial%20Group.jpg)](https://blog.paxfinancialgroup.com/blog/why-an-annual-review-is-so-important-for-good-retirement-planning-san-antonio)

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

 Feb 4th, 2019  by: [Darryl Lyons](https://blog.paxfinancialgroup.com/blog/author/darryl-lyons)

## [Why a Financial Checkup is So Important for Good Retirement Planning San Antonio](https://blog.paxfinancialgroup.com/blog/why-an-annual-review-is-so-important-for-good-retirement-planning-san-antonio)

[Read More](https://blog.paxfinancialgroup.com/blog/why-an-annual-review-is-so-important-for-good-retirement-planning-san-antonio)

[![types of financial investors PAX Financial Group](https://blog.paxfinancialgroup.com/hubfs/types%20of%20financial%20investors%20PAX%20Financial%20Group.jpg)](https://blog.paxfinancialgroup.com/blog/how-do-you-really-feel-about-money-lets-find-out)

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

 Jan 22nd, 2019  by: [Darryl Lyons](https://blog.paxfinancialgroup.com/blog/author/darryl-lyons)

## [How Do You Really Feel About Money? Let’s Find Out](https://blog.paxfinancialgroup.com/blog/how-do-you-really-feel-about-money-lets-find-out)

[Read More](https://blog.paxfinancialgroup.com/blog/how-do-you-really-feel-about-money-lets-find-out)

[![how to structure your day in retirement PAX Financial Group-1](https://blog.paxfinancialgroup.com/hubfs/how%20to%20structure%20your%20day%20in%20retirement%20PAX%20Financial%20Group-1.jpg)](https://blog.paxfinancialgroup.com/blog/how-to-structure-your-day-in-retirement-should-it-include-working-part-time)

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

 Jan 8th, 2019  by: [Darryl Lyons](https://blog.paxfinancialgroup.com/blog/author/darryl-lyons)

## [How to Structure Your Day in Retirement: Should It Include Working Part-Time](https://blog.paxfinancialgroup.com/blog/how-to-structure-your-day-in-retirement-should-it-include-working-part-time)

[Read More](https://blog.paxfinancialgroup.com/blog/how-to-structure-your-day-in-retirement-should-it-include-working-part-time)

[![downsize right size your home full financial services PAX Financial Group](https://blog.paxfinancialgroup.com/hubfs/downsize%20right%20size%20your%20home%20full%20financial%20services%20PAX%20Financial%20Group.jpg)](https://blog.paxfinancialgroup.com/blog/5-factors-to-consider-when-finding-the-right-size-home-for-your-retirement)

[retirement](https://blog.paxfinancialgroup.com/blog/tag/retirement) [PIVOT](https://blog.paxfinancialgroup.com/blog/tag/pivot) [holistic financial planning](https://blog.paxfinancialgroup.com/blog/tag/holistic-financial-planning)

 Jan 2nd, 2019  by: [Darryl Lyons](https://blog.paxfinancialgroup.com/blog/author/darryl-lyons)

## [5 Factors to Consider When Finding the Right-Size Home for Your Retirement](https://blog.paxfinancialgroup.com/blog/5-factors-to-consider-when-finding-the-right-size-home-for-your-retirement)

[Read More](https://blog.paxfinancialgroup.com/blog/5-factors-to-consider-when-finding-the-right-size-home-for-your-retirement)

[![senior living personal financial group PAX Financial Group](https://blog.paxfinancialgroup.com/hubfs/senior%20living%20personal%20financial%20group%20PAX%20Financial%20Group.jpg)](https://blog.paxfinancialgroup.com/blog/is-it-time-for-senior-housing-how-a-personal-financial-group-can-help-you-decide)

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

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

## [Is It Time for Senior Housing? How a Personal Financial Group Can Help You Decide](https://blog.paxfinancialgroup.com/blog/is-it-time-for-senior-housing-how-a-personal-financial-group-can-help-you-decide)

[Read More](https://blog.paxfinancialgroup.com/blog/is-it-time-for-senior-housing-how-a-personal-financial-group-can-help-you-decide)

[![middle class PAX Financial Group](https://blog.paxfinancialgroup.com/hubfs/middle%20class%20PAX%20Financial%20Group.jpg)](https://blog.paxfinancialgroup.com/blog/finding-a-financial-group-for-the-middle-class)

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

 Dec 10th, 2018  by: [Darryl Lyons](https://blog.paxfinancialgroup.com/blog/author/darryl-lyons)

## [Finding a Financial Group for the Middle Class](https://blog.paxfinancialgroup.com/blog/finding-a-financial-group-for-the-middle-class)

[Read More](https://blog.paxfinancialgroup.com/blog/finding-a-financial-group-for-the-middle-class)

[![spending habits adult children long-term money plan PAX Financial Group](https://blog.paxfinancialgroup.com/hubfs/spending%20habits%20adult%20children%20long-term%20money%20plan%20PAX%20Financial%20Group.jpg)](https://blog.paxfinancialgroup.com/blog/spending-habits-adult-children-and-long-term-money-plans)

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

 Oct 31st, 2018  by: [Darryl Lyons](https://blog.paxfinancialgroup.com/blog/author/darryl-lyons)

## [Spending Habits, Adult Children and Long-Term Money Plans](https://blog.paxfinancialgroup.com/blog/spending-habits-adult-children-and-long-term-money-plans)

[Read More](https://blog.paxfinancialgroup.com/blog/spending-habits-adult-children-and-long-term-money-plans)

[![Medicare PAX Financial Group](https://blog.paxfinancialgroup.com/hubfs/Medicare%20PAX%20Financial%20Group.jpg)](https://blog.paxfinancialgroup.com/blog/medicare-faqs-pax-financial-group-answers-the-most-common-questions)

[retirement](https://blog.paxfinancialgroup.com/blog/tag/retirement) [PIVOT](https://blog.paxfinancialgroup.com/blog/tag/pivot) [holistic financial planning](https://blog.paxfinancialgroup.com/blog/tag/holistic-financial-planning)

 Oct 8th, 2018  by: [Darryl Lyons](https://blog.paxfinancialgroup.com/blog/author/darryl-lyons)

## [Medicare FAQs: PAX Financial Group Answers the Most Common Questions](https://blog.paxfinancialgroup.com/blog/medicare-faqs-pax-financial-group-answers-the-most-common-questions)

[Read More](https://blog.paxfinancialgroup.com/blog/medicare-faqs-pax-financial-group-answers-the-most-common-questions)

[![PAX Financial Group-1](https://blog.paxfinancialgroup.com/hubfs/PAX%20Financial%20Group-1.jpg)](https://blog.paxfinancialgroup.com/blog/two-areas-a-financial-group-should-help-with-real-estate-and-car-payments)

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

 Oct 2nd, 2018  by: [Darryl Lyons](https://blog.paxfinancialgroup.com/blog/author/darryl-lyons)

## [Two Areas a Financial Group Should Help With: Real Estate and Car Payments](https://blog.paxfinancialgroup.com/blog/two-areas-a-financial-group-should-help-with-real-estate-and-car-payments)

[Read More](https://blog.paxfinancialgroup.com/blog/two-areas-a-financial-group-should-help-with-real-estate-and-car-payments)

[![Retirement Planning San Antonio Divorce PAX Financial Group](https://blog.paxfinancialgroup.com/hubfs/Retirement%20Planning%20San%20Antonio%20Divorce%20PAX%20Financial%20Group.jpg)](https://blog.paxfinancialgroup.com/blog/divorce-and-retirement-planning-san-antonio)

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

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

## [Divorce and Retirement Planning San Antonio](https://blog.paxfinancialgroup.com/blog/divorce-and-retirement-planning-san-antonio)

[Read More](https://blog.paxfinancialgroup.com/blog/divorce-and-retirement-planning-san-antonio)

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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)
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### 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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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.