Category: Financial Planning
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How Automation Can Make You a Better Investor
Technology is an amazing thing, and recent advances have simplified our lives and streamlined processes in ways we never would have thought possible, even just...
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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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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 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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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...
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Why You Probably Need an Updated Investment Risk Tolerance Test
We’ve all heard it, we’ve probably said it and at some point since the Coronavirus pandemic began to change our everyday lives, most of us...
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How Much Do You Really Need? 3 Steps to Find Out
Among the myriad of lessons we have learned during the Coronavirus pandemic, perhaps the toughest and most important realizations are how much we really need,...
