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Financial Planning (15)
PAX Investments: Second Quarter Commentary
There’s been a lot of financial news in the tabloids lately, and that can create a lot of...
3 minute read
Divorce and Retirement Planning San Antonio
Divorce in general is rough, but it’s a topic that often comes up when discussing retirement...
5 minute read
PAX Financial Group Opens New Office in North Carolina
PAX Financial Group has expanded its footprint.
4 minute read
What All Investors Should Do: Rethink ‘Market Crash’
When building an investment portfolio, a true investment risk assessment is a crucial step. How you...
3 minute read
How to Spend – Tips from Your Financial Life Advisors San Antonio
I hate to admit it, but I do like to buy stuff. I can always find a reason to buy new sneakers, new...
4 minute read
10 Questions You Should Ask Yourself Before Making a Financial Decision, Especially As We Age
The last time I saw a client of mine (we’ll call him “Jim”), was 12 months ago, and he was sharp as...
4 minute read
My Child is About to Go to College! Parents: Planning Isn’t Just Financial Services
As another school year approaches, I recall a frantic email I received from an existing client. He...
3 minute read
Financial Planning for Parents Should Include Saving for Education
You have a $250,000 investment and no one told you!
4 minute read
5 Steps to Help Ensure You Won’t Outlive Your Income
How can you be confident that you will not outlive your income? Here’s how:
6 minute read