Category: Financial Planning
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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...
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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...
