Our PAX Financial Blog
‘Just in Case’ Preparation – Estate Planning for You and Your Family Members
Death is not a fun topic to discuss, especially with loved ones who “don’t want to think about that...
4 minute read
6 Factors That May Help Your Retirement Planning (San Antonio)
At age 70-½, the IRS blows out candles celebrating your half birthday … and the taxes you’ll pay...
2 minute read
Updating Your Will: 2 Things to Talk About with Your Financial Planner
“I keep putting off my will.” As a well-established financial planner in San Antonio, this is a...
5 minute read
Are Your Worries Real? Financial Services Advice
How do you know if your worry is real or just manufactured by Facebook posts, email forwards, CNBC...
3 minute read
The Real Price of Trading Stocks: San Antonio Financial Group Explains
As a well-established San Antonio Financial Group, we know that the stock trading fee of $4.95 is...
3 minute read
You’re Never Too Young to Start Working With a Financial Advisor, San Antonio
If you’re under 35, you may think investing has nothing to do with you – you just started making...
4 minute read
Switching Money Lanes with a Financial Advisor, San Antonio
When someone is frustrated with the stock market, usually, it’s not the stock market that’s the...
3 minute read
Holistic Financial Planning: 10 Things to Consider Before Retiring
What is holistic financial planning? It’s an approach to financial planning that takes an...
3 minute read
In Retirement, Financial Planning Doesn’t Equal Just Investments
Financial planning means different things at different times in a person’s life. For those 65 and...
4 minute read
