Our PAX Financial Blog
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Financial Planning (8)
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
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
How to Practice Mindful Spending
The COVID-19 crisis has almost definitely made significant changes to your spending habits – less...
5 minute read
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
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
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
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
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
The Coronavirus Shows Why an Emergency Fund is Crucial
Nearly half of Americans were living paycheck-to-paycheck before COVID-19.
4 minute read
