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Advanced Estate Planning: What You Should Know
While many people think the term “estate planning” applies only to those with significant wealth, in reality, anyone with assets has an estate. Your estate...
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Do You Have an Emergency Fund?
If you’ve never had a financial emergency come up at a really inconvenient time, you’re in the minority. The truth is, unexpected financial burdens happen...
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How to Transition into Retirement on the Top of a Bull Market
Volatility is easily the most misunderstood part of investing. When the market is too volatile, investors tend to panic and want to pull all their...
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Where Are We Headed? PAX Financial Group Looks at the Future
Can you believe we’re already more than one-quarter of the way through 2019? Time flies! I shared my disbelief recently with Bryan Wing, Chief Investment...
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Why PAX Financial Group Suggests Creating a Virtual Vault
Safe deposit boxes in financial institutions, bank vaults and home safes have long been used to securely store financial, legal and other important documents. Storage...
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How To Fund Your Dream Life In 6 Simple Steps
You dream of what your life should look like. What’s stopping you from living that life? For most of us, the answer is simple: We...
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First Quarter Update: PAX Talks Investments, Stock Market and Economy
After talking with Doug Richardson, one of PAX Financial Group’s Certified Financial Planners (CFPs), I’d like to share a few market highlights from the first...
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Helpful Tips to Establishing a Charitable Giving Plan
In this space, we regularly discuss common concerns, fears and worries when it comes to establishing a financial plan. But there are also many beautiful...
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4 Events That Can Help You Prepare for a Better Future
When I started PAX Financial Group, one of my top priorities was to help educate investors to prevent them from making investment mistakes that can...
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Tips to Paying off Debt Early – PAX Financial Group Answers Common Questions
At PAX Financial Group, we obviously get a lot of questions about Social Security, estate planning and retirement planning, but we also get asked about...
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PAX Financial Group Opens New Office in New Braunfels
PAX Financial Group is opening another office! I am pleased to announce the opening of our newest office located in New Braunfels, Texas, which will...
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Professional Tax Guidance: 4 Ways a Financial Advisor Can Help
Taxes seem to be on everyone’s mind this time of year, but professional tax planning and the development of a personalized tax plan is important...
