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Estate Planning San Antonio: How to Help Your Family Financially Through a Trust
It’s not fun to think about, but the conversation about what will happen to your wealth and assets in the event of your death is...
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Common Estate Planning Questions: How to Pass a Business on to the Next Generation
For a lot of business owners, their exit plans involve leaving their company to their children and grandchildren. But passing on your business to the...
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Everything You Need to Know About Retirement Healthcare
As you head into retirement, you might expect that your cost of living will go down, and for a lot of expenses, there is a...
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5 Ways Offering a Retirement Plan to Your Employees Benefits You, Too
Are you considering setting up a retirement plan for your employees? It can be a smart move, as employees consistently name retirement plans as one...
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You’ve Made it to Retirement! How a Financial Advisor Can Help with the Transition
Are you looking retirement dead in the face? Ready to trade in your work tension for a retirement pension? Are you merely months away from...
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Working in ‘Retirement’ – 4 Things to Consider
A San Antonio retirement doesn’t look the same to everyone. More and more people are deciding to work in retirement – finding new full-time work,...
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Is a Biblically Responsible Investing Strategy Right for You?
Biblically Responsible Investing (BRI) is a movement that has gained a lot of attention recently in the financial services industry, and it’s something that I’m...
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PAX Financial Group Accepted into Forbes Finance Council
San Antonio, TX (1/6/2021) – We are pleased to announce that PAX Financial Group has been accepted into Forbes Finance Council, an invitation-only community for...
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8 Dangerous Financial Planning Assumptions Business Owners Shouldn’t Be Making
As a financial advisor in San Antonio, I see people generally fall in one of two groups when it comes to financial planning and preparing...
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Investing Seem Easy? Exciting? Fun? 5 Challenges to Getting it Right
Once upon a time, really not too long ago, investing was thought of as a concern for only the super-rich. But times have changed. While...
