Category: Financial Planning
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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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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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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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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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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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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...
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PAX Financial Group’s 2021 Financial Checklist: Top 10 To-Dos
What a year 2020 has been. This has, without a doubt, been a year of uncertainty and change. For a lot of people, the best...
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What’s a Fiduciary and Why Do You Need One in 2021?
There were a lot of tough lessons learned in 2020, as the Coronavirus pandemic crippled many people financially with layoffs, shutdowns and dramatic shifts in...
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What’s a Fiduciary and Why Do You Need One?
There were a lot of tough lessons learned in 2020, as the Coronavirus pandemic crippled many people financially with layoffs, shutdowns, and dramatic shifts in...
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PAX Financial Group Breaks Down 2 Forms of Social Investing
Social investing, or Socially Responsible Investing (SRI), is a strategy that focuses on making investments in companies that avoid unethical behavior, consistently make socially responsible...
