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15 Things to Have in Place Before You Retire
Ready to retire? Happy? Now?! Let’s find out. The financial advisory team at PAX Financial Group has put together the following retirement planning checklist, which...
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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...
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ETFs Cater to Socially Responsible Investors; PAX Weighs in on the Trend
As more and more investors turn to socially responsible investing, so comes an increasing interest in Exchange Traded Funds (ETFs). According to U.S. News, ETFs...
