Category: Financial Planning
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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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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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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...
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The Right Way to Pay for a Good Education: PAX and Parents
If you’re a parent and plan to pay for your children’s education, what’s your financial education funding strategy? If you don’t have an answer to...
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Natural Disaster Planning in San Antonio
The aftermath of natural disasters can be devastating both emotionally and financially. With news coverage worldwide, we all know what this aftermath can look like....
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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...
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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...
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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....
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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....
