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How Is 2019 Starting Out? PAX Financial Group Explains

How Is 2019 Starting Out? PAX Financial Group Explains

I’m super excited about 2019. I have to tell you, last year was rough. Volatility, volatility, volatility! But here’s what I’m proud of: PAX Financial...
Who’s the Modern-Day Millionaire? Insights from a Financial Planner San Antonio

Who’s the Modern-Day Millionaire? Insights from a Financial Planner San Antonio

What does the modern-day millionaire look like? As a financial planner San Antonio for many years, I have seen firsthand that the definition of who...
10 Ways to Prevent Becoming a Victim of Identity Theft

10 Ways to Prevent Becoming a Victim of Identity Theft

Living in the Digital Age provides many conveniences that previous generations didn’t have – the Internet, Smartphones, social media, artificial intelligence, the list goes on....
Insurance and Financial Planning Go Hand-in-Hand; Are You Covered Properly?

Insurance and Financial Planning Go Hand-in-Hand; Are You Covered Properly?

Insurance is a critical component of a balanced financial plan and a powerful tool to protect individuals from financial losses due to unexpected life events....
Why a Financial Checkup is So Important for Good Retirement Planning San Antonio

Why a Financial Checkup is So Important for Good Retirement Planning San Antonio

A new year is always a good time to review your finances. When doing so, we recommend a financial checkup of your investments with your...
Want to Get Your Finances on Track This Year? Here’s Why You Need a Financial Advisor

Want to Get Your Finances on Track This Year? Here’s Why You Need a Financial Advisor

At the beginning of every year, people are inspired by a fresh start; a clean slate; a new beginning. Resolutions are made – I will...
How Do You Really Feel About Money? Let’s Find Out

How Do You Really Feel About Money? Let’s Find Out

What kind of investor are you? What’s your money mindset? What’s important to you when it comes to money? You might think you know, but...
7 Tips to Help You Thrive in Retirement

7 Tips to Help You Thrive in Retirement

During your working years, many people stay so busy making money, building their careers and saving for the future that when the time finally comes...
How to Structure Your Day in Retirement: Should It Include Working Part-Time

How to Structure Your Day in Retirement: Should It Include Working Part-Time

For many retirees, completely leaving their profession behind when they PIVOT away from the full-time workforce is undesirable for many reasons, and the question of...
5 Factors to Consider When Finding the Right-Size Home for Your Retirement

5 Factors to Consider When Finding the Right-Size Home for Your Retirement

Retirement can be an exciting time of transition and reflection, but it is also a time when many long-term decisions and full financial services need...
Is It Time for Senior Housing? How a Personal Financial Group Can Help You Decide

Is It Time for Senior Housing? How a Personal Financial Group Can Help You Decide

Many financial planning discussions can be tough, especially when it comes to talking with your parents. But these conversations are important for everyone involved. Take,...
Finding a Financial Group for the Middle Class

Finding a Financial Group for the Middle Class

Most of us aren’t billionaires. We don’t have private jets, own a helicopter or rub elbows with the rich and famous. And that’s perfectly fine....

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