--- title: PAX Financial Blog | holistic financial planning description: holistic financial planning | Read PAX Financial's blog to stay current with personal finance issues that are important for your financial goals. --- - [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/) - [Resources](https://paxfinancialgroup.com/resources/) - [Resources](https://paxfinancialgroup.com/resources/) - [Blog](https://blog.paxfinancialgroup.com/) - [Podcasts](https://paxfinancialgroup.com/podcasts/) - [PAX Videos](https://paxfinancialgroup.com/resources/pax-videos/) - [eBooks](https://paxfinancialgroup.com/ebooks/) - [Books](https://paxfinancialgroup.com/resources/books/) - [Quick Guides](https://paxfinancialgroup.com/pax-quick-guides/) - [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) - [Contact Us](https://info.paxfinancialgroup.com/contact-us-pax-financial-group) - [Client Relationship Summary](https://paxfinancialgroup.com/wp-content/uploads/2023/04/PAX-Form-CRS_03.30.2023.pdf) [Client Login](https://login.orionadvisor.com/login.html) [![paxfinancialgroup](https://blog.paxfinancialgroup.com/hubfs/raw_assets/public/PAX_Financial_Group_April2023/images/Logo.svg "paxfinancialgroup")](http://198.199.117.154/) - [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/) - [Resources](https://paxfinancialgroup.com/resources/) - [Resources](https://paxfinancialgroup.com/resources/) - [Blog](https://blog.paxfinancialgroup.com/) - [Podcasts](https://paxfinancialgroup.com/podcasts/) - [PAX Videos](https://paxfinancialgroup.com/resources/pax-videos/) - [eBooks](https://paxfinancialgroup.com/ebooks/) - [Books](https://paxfinancialgroup.com/resources/books/) - [Quick Guides](https://paxfinancialgroup.com/pax-quick-guides/) - [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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[Contact Us](https://info.paxfinancialgroup.com/contact-us-pax-financial-group) - [Client Relationship Summary](https://paxfinancialgroup.com/wp-content/uploads/2023/04/PAX-Form-CRS_03.30.2023.pdf) # Our PAX Financial Blog Posts about # holistic financial planning [Financial Planning](https://blog.paxfinancialgroup.com/tag/financial-planning), [holistic financial planning](https://blog.paxfinancialgroup.com/tag/holistic-financial-planning) ## [Do Geopolitical Events Impact My Investments?](https://blog.paxfinancialgroup.com/do-geopolitical-events-impact-my-investments) Investors are asking if there is a link between financial market performance and current... 4 minute read [Read More](https://blog.paxfinancialgroup.com/do-geopolitical-events-impact-my-investments) [Financial Planning](https://blog.paxfinancialgroup.com/tag/financial-planning), [holistic financial planning](https://blog.paxfinancialgroup.com/tag/holistic-financial-planning), [Coronavirus](https://blog.paxfinancialgroup.com/tag/coronavirus) ## [A Comprehensive Financial Planning Checklist for the New Coronavirus Environment](https://blog.paxfinancialgroup.com/a-comprehensive-financial-planning-checklist-for-the-new-coronavirus-environment) Planning for the future has always been important, but as the Coronavirus pandemic continues to... 5 minute read [Read More](https://blog.paxfinancialgroup.com/a-comprehensive-financial-planning-checklist-for-the-new-coronavirus-environment) [holistic financial planning](https://blog.paxfinancialgroup.com/tag/holistic-financial-planning), [financial advisor San Antonio](https://blog.paxfinancialgroup.com/tag/financial-advisor-san-antonio), [Coronavirus](https://blog.paxfinancialgroup.com/tag/coronavirus) ## [How to Stay Calm During the Pandemic and Focused on Your San Antonio Retirement](https://blog.paxfinancialgroup.com/how-to-stay-calm-during-the-pandemic-and-focused-on-your-san-antonio-retirement) There is plenty to worry about these days, even as the country attempts to reopen and return to... 4 minute read [Read More](https://blog.paxfinancialgroup.com/how-to-stay-calm-during-the-pandemic-and-focused-on-your-san-antonio-retirement) [Financial Planning](https://blog.paxfinancialgroup.com/tag/financial-planning), [retirement](https://blog.paxfinancialgroup.com/tag/retirement), [holistic financial planning](https://blog.paxfinancialgroup.com/tag/holistic-financial-planning), [financial advisor San Antonio](https://blog.paxfinancialgroup.com/tag/financial-advisor-san-antonio) ## [To Refi or Not to Refi? What to Consider](https://blog.paxfinancialgroup.com/to-refi-or-not-to-refi-what-to-consider) Mortgage payments are one of the biggest monthly expenses in most households, so it makes sense... 4 minute read [Read More](https://blog.paxfinancialgroup.com/to-refi-or-not-to-refi-what-to-consider) [retirement](https://blog.paxfinancialgroup.com/tag/retirement), [holistic financial planning](https://blog.paxfinancialgroup.com/tag/holistic-financial-planning), [financial advisor San Antonio](https://blog.paxfinancialgroup.com/tag/financial-advisor-san-antonio) ## [How to Navigate Sudden Wealth … And How Not To](https://blog.paxfinancialgroup.com/how-to-navigate-sudden-wealth-and-how-not-to) We all dream of the day when a sudden windfall lands in our lap. While it may not happen to all of... 4 minute read [Read More](https://blog.paxfinancialgroup.com/how-to-navigate-sudden-wealth-and-how-not-to) [Financial Planning](https://blog.paxfinancialgroup.com/tag/financial-planning), [holistic financial planning](https://blog.paxfinancialgroup.com/tag/holistic-financial-planning), [financial advisor San Antonio](https://blog.paxfinancialgroup.com/tag/financial-advisor-san-antonio) ## [Your 7-Step Annual Financial Planning Checklist](https://blog.paxfinancialgroup.com/your-7-step-annual-financial-planning-checklist) Many people get regular eye exams, dental cleanings and/or physicals once a year, but what about an... 4 minute read [Read More](https://blog.paxfinancialgroup.com/your-7-step-annual-financial-planning-checklist) [Financial Planning](https://blog.paxfinancialgroup.com/tag/financial-planning), [holistic financial planning](https://blog.paxfinancialgroup.com/tag/holistic-financial-planning), [financial advisor San Antonio](https://blog.paxfinancialgroup.com/tag/financial-advisor-san-antonio) ## [Spending Time with Family: Plan Now, Retire Happy](https://blog.paxfinancialgroup.com/spending-time-with-family-plan-now-retire-happy) We’ve asked the question many times before: What do you plan to do in retirement? If the answer... 4 minute read [Read More](https://blog.paxfinancialgroup.com/spending-time-with-family-plan-now-retire-happy) [Financial Planning](https://blog.paxfinancialgroup.com/tag/financial-planning), [holistic financial planning](https://blog.paxfinancialgroup.com/tag/holistic-financial-planning), [financial advisor San Antonio](https://blog.paxfinancialgroup.com/tag/financial-advisor-san-antonio) ## [Work-Life Balance and Financial Planning](https://blog.paxfinancialgroup.com/work-life-balance-and-financial-planning) Work-life balance is the concept that both work and non-work commitments and activities are... 5 minute read [Read More](https://blog.paxfinancialgroup.com/work-life-balance-and-financial-planning) [Financial Planning](https://blog.paxfinancialgroup.com/tag/financial-planning), [holistic financial planning](https://blog.paxfinancialgroup.com/tag/holistic-financial-planning), [financial advisor San Antonio](https://blog.paxfinancialgroup.com/tag/financial-advisor-san-antonio) ## [How to Combat Adult Peer Pressure: Link Your Goals to Your Budget](https://blog.paxfinancialgroup.com/how-to-combat-adult-peer-pressure-link-your-goals-to-your-budget) Keeping up with the Joneses is a dangerous game, especially if the Joneses are now the Kardashians,... 5 minute read [Read More](https://blog.paxfinancialgroup.com/how-to-combat-adult-peer-pressure-link-your-goals-to-your-budget) [retirement](https://blog.paxfinancialgroup.com/tag/retirement), [PIVOT](https://blog.paxfinancialgroup.com/tag/pivot), [holistic financial planning](https://blog.paxfinancialgroup.com/tag/holistic-financial-planning), [financial advisor San Antonio](https://blog.paxfinancialgroup.com/tag/financial-advisor-san-antonio) ## [How to Emotionally Prepare for Retirement – Why Friends May Be the Key](https://blog.paxfinancialgroup.com/how-to-emotionally-prepare-for-retirement-why-friends-may-be-the-key) Retiring happy is a two-part process, but many people tend to skip the first step: Deciding how to... 5 minute read [Read More](https://blog.paxfinancialgroup.com/how-to-emotionally-prepare-for-retirement-why-friends-may-be-the-key) Prev [1](https://blog.paxfinancialgroup.com) [2](https://blog.paxfinancialgroup.com/tag/holistic-financial-planning/page/2) [3](https://blog.paxfinancialgroup.com/tag/holistic-financial-planning/page/3) [4](https://blog.paxfinancialgroup.com/tag/holistic-financial-planning/page/4) [5](https://blog.paxfinancialgroup.com/tag/holistic-financial-planning/page/5) [Next](https://blog.paxfinancialgroup.com/tag/holistic-financial-planning/page/2) ## Ready to have a real conversation about securing your future? ### Schedule a free no-strings-attached phone conversation. [Talk with Us Today!](https://info.paxfinancialgroup.com/contact-us-pax-financial-group) Learn More - [Blog](https://paxfinancialgroup.com/blog/?__hstc=131111376.f3632ffd7d828055a7088b1f5d95075e.1681103744882.1681103744882.1681103744882.1&__hssc=131111376.1.1681103744883&__hsfp=32358173) - [Who We Serve](https://paxfinancialgroup.com/who-we-serve/?__hstc=131111376.f3632ffd7d828055a7088b1f5d95075e.1681103744882.1681103744882.1681103744882.1&__hssc=131111376.1.1681103744883&__hsfp=32358173) - [Podcasts](https://paxfinancialgroup.com/podcasts/?__hstc=131111376.f3632ffd7d828055a7088b1f5d95075e.1681103744882.1681103744882.1681103744882.1&__hssc=131111376.1.1681103744883&__hsfp=32358173) - [Resources](https://paxfinancialgroup.com/resources/?__hstc=131111376.f3632ffd7d828055a7088b1f5d95075e.1681103744882.1681103744882.1681103744882.1&__hssc=131111376.1.1681103744883&__hsfp=32358173) - [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) | [![pax-facebook](https://blog.paxfinancialgroup.com/hubfs/PAX_Financial_Group_April2023/image/pax-facebook.svg)](https://www.facebook.com/paxfinancialgroup) [![pax-linkedin](https://blog.paxfinancialgroup.com/hubfs/PAX_Financial_Group_April2023/image/pax-linkedin.svg)](https://www.linkedin.com/company/pax-fg-llc) Investment Advisory Services are offered through PAX Financial Group 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. Copyright 2023. PAX Financial Group, LLC. All rights reserved. - [Privacy Policy](https://paxfinancialgroup.com/privacy-policy/) - [Terms of Service](https://paxfinancialgroup.com/website-disclosures/)