Our Blog
by Darryl W. Lyons
11 Aug 2025
Are You Ready To Retire? How a Financial Advisor Can Help You Decide
Are you thinking about retiring but wondering if you’re financially ready? You’re not alone. According to recent surveys, 68% of Americans are unsure whether they’ll...
by Monica Cervantes
7 Aug 2025
Putting Your Home in a Trust? Know the Tax Facts First
When it comes to estate planning, many homeowners want to make smart decisions to protect their assets and ensure a smooth transfer to loved ones....
by Darryl W. Lyons
14 Jul 2025
Plan Your Legacy: San Antonio Financial Advisors for Philanthropy and Smooth Transitions
In San Antonio, many aspire to leave a meaningful legacy—one that not only cares for loved ones but also reflects values and makes a positive...
by Roger Stukkie
10 Jul 2025
Does Your Financial Plan Reflect Your Faith?
Most people build financial plans for retirement, college, and giving, but often don’t stop to think how those plans reflect their beliefs. At PAX Financial...
by Darryl W. Lyons
7 Jul 2025
Do You Need a Financial Advisor in San Antonio? Top Reasons To Ditch DIY for Retirement
Trying to plan retirement on your own? With rising costs, market uncertainty, and a flood of conflicting advice online, many Texans are finding that DIY...
by Darryl W. Lyons
1 Jul 2025
Maximize Your Retirement Income: Why a Financial Advisor Beats DIY Planning
Many start with DIY retirement planning, thinking it’s relatively simple and a good way to save on costs. However, as assets grow, things become far...
by Darryl W. Lyons
17 Jun 2025
Protect Your Nest Egg: How a Fiduciary Helps Shield Your Portfolio in Retirement
Daily headlines about market volatility, rising inflation, and the possibility of higher taxes leave most feeling overwhelmed and uncertain. For retirees and those nearing retirement,...
by Darryl W. Lyons
9 Jun 2025
Tax-Smart Retirement: How a San Antonio Fiduciary Saves You Money in Your 50s
Are taxes threatening your retirement savings? If you’re in your 50s and starting to think more seriously about retirement, you’re right to be concerned about...
by Roger Stukkie
29 May 2025
What is Biblically Responsible Investing?
As Christians, we are called to honor God in every area of our lives; through our words, our actions, and even our finances. However, many...
by Haley Wall
15 May 2025
How to Talk to Your Family About Legacy Planning
It’s natural to want to delay conversations about legacy planning. After all, no one enjoys contemplating their own mortality or the loss of someone they...
by Darryl W. Lyons
12 May 2025
Simplifying Texas Retirement Planning: Essential Financial and Lifestyle Considerations
Are you looking to retire in Texas? The Lone Star State offers a unique blend of financial benefits and lifestyle opportunities, making it an appealing...
by Darryl W. Lyons
6 May 2025
Navigating Financial Challenges in Your 50s and 60s: A Step-by-Step Guide for San Antonio Residents
Retirement is just around the corner in your 50s and 60s, and one big question lingers: will you have enough to live comfortably? With the...