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PAX Investments: Feeling Good About Your Portfolio
What makes a good investment? If you asked 10 people this question, you’d probably get 10 different answers. Of course, there are some non-negotiable traits...
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A Comprehensive Financial Planning Checklist – For Kids!
No one wishes to raise financially irresponsible children or set out to intentionally teach their kids bad money habits. But if you don’t set a...
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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 day who want to invest. Something I’m...
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How to Practice Mindful Spending
The COVID-19 crisis has almost definitely made significant changes to your spending habits – less eating out; fewer trips to the store. And if you’re...
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One Tip That Can Help You Avoid Retirement FOMO
There’s one common factor that many people forget to consider when planning for the future that leaves them suffering from retirement FOMO (Fear Of Missing...
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4 Things Pre-Retirees Worry About Most – And What To Do About It
Are you anxious about transitioning into retirement? You’re not alone. A recent study shows that 65 percent of pre-retirees worry if they’re saving enough for...
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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 fact, you may be able to...
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4 Ways to Retire: Which is Right for You?
Can I retire? There are 3 parts to this question if you want to live the dream retirement you had hoped for. Do I have...
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6 Ways Retirement Can Surprise You
Even if you’ve contributed to your retirement accounts consistently for years, you know how much you’ll receive in Social Security benefits and you have a...
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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. There’s Social Security questions – when can I take my benefits? When...
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5 Key Aspects of Retirement You Should Have Dialed in By Your 40s
If you’re just getting started in your career, and therefore, just dipping your toes into the financial planning world, you’ll likely find a lot of...
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What is a Trust? And Other Common Estate Planning Questions
When do you need a financial planner? Ask yourself these 3 questions: Will I outlive my money in retirement? Am I doing everything I can...
