---
title: PAX Financial Blog | Financial Planning (8)
description: Financial Planning | Read PAX Financial's blog to stay current with personal finance issues that are important for your financial goals. (8)
---

- [About PAX](https://paxfinancialgroup.com/about-pax/) 
    - [About PAX](https://paxfinancialgroup.com/about-pax/)
    - [Are We Right For You?](https://paxfinancialgroup.com/are-we-right-for-you-pax-financial-group/)
    - [Awards and Recognition](https://paxfinancialgroup.com/about-pax/awards-and-recognition/)
    - [Our Team](https://paxfinancialgroup.com/about-pax/our-team/)
- [What We Do](https://paxfinancialgroup.com/what-we-do/) 
    - [What We Do](https://paxfinancialgroup.com/what-we-do/)
    - [Financial Planning](https://paxfinancialgroup.com/financial-planning/)
    - [Investment Management](https://paxfinancialgroup.com/investment-management/)
    - [Retirement Planning](https://paxfinancialgroup.com/retirement-planning/)
    - [Retirement Plans for Business Owners](https://paxfinancialgroup.com/retirement-plans-for-business-owners/)
    - [Insurance](https://paxfinancialgroup.com/insurance/)
- [Who We Serve](https://paxfinancialgroup.com/who-we-serve/)
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    - [Podcasts](https://paxfinancialgroup.com/podcasts/)
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    - [Books](https://paxfinancialgroup.com/resources/books/)
    - [Quick Guides](https://paxfinancialgroup.com/pax-quick-guides/)
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- [About PAX](https://paxfinancialgroup.com/about-pax/) 
    - [About PAX](https://paxfinancialgroup.com/about-pax/)
    - [Are We Right For You?](https://paxfinancialgroup.com/are-we-right-for-you-pax-financial-group/)
    - [Awards and Recognition](https://paxfinancialgroup.com/about-pax/awards-and-recognition/)
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- [What We Do](https://paxfinancialgroup.com/what-we-do/) 
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    - [Financial Planning](https://paxfinancialgroup.com/financial-planning/)
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- [About PAX](https://paxfinancialgroup.com/about-pax/) 
    - [About PAX](https://paxfinancialgroup.com/about-pax/)
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- [What We Do](https://paxfinancialgroup.com/what-we-do/) 
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    - [Financial Planning](https://paxfinancialgroup.com/financial-planning/)
    - [Investment Management](https://paxfinancialgroup.com/investment-management/)
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# Our PAX Financial Blog

Posts about

# Financial Planning (8)

<https://blog.paxfinancialgroup.com/pax-investments-feeling-good-about-your-portfolio>

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

## [PAX Investments: Feeling Good About Your Portfolio](https://blog.paxfinancialgroup.com/pax-investments-feeling-good-about-your-portfolio)

 What makes a good investment? If you asked 10 people this question, you’d probably get 10 different...

 4 minute read

[Read More](https://blog.paxfinancialgroup.com/pax-investments-feeling-good-about-your-portfolio)

<https://blog.paxfinancialgroup.com/a-comprehensive-financial-planning-checklist-for-kids>

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

## [A Comprehensive Financial Planning Checklist – For Kids!](https://blog.paxfinancialgroup.com/a-comprehensive-financial-planning-checklist-for-kids)

 No one wishes to raise financially irresponsible children or set out to intentionally teach their...

 5 minute read

[Read More](https://blog.paxfinancialgroup.com/a-comprehensive-financial-planning-checklist-for-kids)

<https://blog.paxfinancialgroup.com/a-guide-to-faith-based-investing-3-steps-to-getting-started>

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

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

 As a financial advisor in San Antonio and founder of PAX Financial Group, I talk to people every...

 4 minute read

[Read More](https://blog.paxfinancialgroup.com/a-guide-to-faith-based-investing-3-steps-to-getting-started)

<https://blog.paxfinancialgroup.com/how-to-practice-mindful-spending>

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

## [How to Practice Mindful Spending](https://blog.paxfinancialgroup.com/how-to-practice-mindful-spending)

 The COVID-19 crisis has almost definitely made significant changes to your spending habits – less...

 5 minute read

[Read More](https://blog.paxfinancialgroup.com/how-to-practice-mindful-spending)

<https://blog.paxfinancialgroup.com/can-i-be-financially-responsible-and-still-have-fun-follow-this-6-step-plan>

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

## [Can I Be Financially Responsible and Still Have Fun? Follow This 6-Step Plan](https://blog.paxfinancialgroup.com/can-i-be-financially-responsible-and-still-have-fun-follow-this-6-step-plan)

 Let’s squash this myth right now: Having a financial plan does not mean you can’t have any fun. In...

 4 minute read

[Read More](https://blog.paxfinancialgroup.com/can-i-be-financially-responsible-and-still-have-fun-follow-this-6-step-plan)

<https://blog.paxfinancialgroup.com/4-common-diy-financial-mistakes-when-should-you-talk-to-a-financial-advisor>

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

## [4 Common DIY Financial Mistakes: When Should You Talk to a Financial Advisor?](https://blog.paxfinancialgroup.com/4-common-diy-financial-mistakes-when-should-you-talk-to-a-financial-advisor)

 There’s more to retirement and financial planning than a lot of people realize.

 4 minute read

[Read More](https://blog.paxfinancialgroup.com/4-common-diy-financial-mistakes-when-should-you-talk-to-a-financial-advisor)

<https://blog.paxfinancialgroup.com/what-is-a-trust-and-other-common-estate-planning-questions>

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

## [What is a Trust? And Other Common Estate Planning Questions](https://blog.paxfinancialgroup.com/what-is-a-trust-and-other-common-estate-planning-questions)

 When do you need a financial planner? Ask yourself these 3 questions:

 5 minute read

[Read More](https://blog.paxfinancialgroup.com/what-is-a-trust-and-other-common-estate-planning-questions)

<https://blog.paxfinancialgroup.com/why-you-probably-need-an-updated-investment-risk-tolerance-test>

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

## [Why You Probably Need an Updated Investment Risk Tolerance Test](https://blog.paxfinancialgroup.com/why-you-probably-need-an-updated-investment-risk-tolerance-test)

 We’ve all heard it, we’ve probably said it and at some point since the Coronavirus pandemic began...

 4 minute read

[Read More](https://blog.paxfinancialgroup.com/why-you-probably-need-an-updated-investment-risk-tolerance-test)

<https://blog.paxfinancialgroup.com/how-much-do-you-really-need-3-steps-to-find-out>

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

## [How Much Do You Really Need? 3 Steps to Find Out](https://blog.paxfinancialgroup.com/how-much-do-you-really-need-3-steps-to-find-out)

 Among the myriad of lessons we have learned during the Coronavirus pandemic, perhaps the toughest...

 4 minute read

[Read More](https://blog.paxfinancialgroup.com/how-much-do-you-really-need-3-steps-to-find-out)

<https://blog.paxfinancialgroup.com/the-coronavirus-shows-why-an-emergency-fund-is-crucial>

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

## [The Coronavirus Shows Why an Emergency Fund is Crucial](https://blog.paxfinancialgroup.com/the-coronavirus-shows-why-an-emergency-fund-is-crucial)

 Nearly half of Americans were living paycheck-to-paycheck before COVID-19.

 4 minute read

[Read More](https://blog.paxfinancialgroup.com/the-coronavirus-shows-why-an-emergency-fund-is-crucial)

[Prev](https://blog.paxfinancialgroup.com/tag/financial-planning/page/7) [6](https://blog.paxfinancialgroup.com/tag/financial-planning/page/6) [7](https://blog.paxfinancialgroup.com/tag/financial-planning/page/7) [8](https://blog.paxfinancialgroup.com/tag/financial-planning/page/8) [9](https://blog.paxfinancialgroup.com/tag/financial-planning/page/9) [10](https://blog.paxfinancialgroup.com/tag/financial-planning/page/10) [Next](https://blog.paxfinancialgroup.com/tag/financial-planning/page/9)

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- [Are We Right For You?](https://paxfinancialgroup.com/are-we-right-for-you-pax-financial-group/?__hstc=131111376.f3632ffd7d828055a7088b1f5d95075e.1681103744882.1681103744882.1681103744882.1&__hssc=131111376.1.1681103744883&__hsfp=32358173)
- [Our Team](https://paxfinancialgroup.com/about-pax/our-team/?__hstc=131111376.f3632ffd7d828055a7088b1f5d95075e.1681103744882.1681103744882.1681103744882.1&__hssc=131111376.1.1681103744883&__hsfp=32358173)

#### About PAX Financial Group

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](tel:(210)8815700) |
| Fax: | [(210) 881-5698](tel:(210)8815698) |

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Investment Advisory Services are offered through PAX Financial Group

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