Category: Financial Planning
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How to Transition into Retirement on the Top of a Bull Market
Volatility is easily the most misunderstood part of investing. When the market is too volatile, investors tend to panic and want to pull all their...
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Where Are We Headed? PAX Financial Group Looks at the Future
Can you believe we’re already more than one-quarter of the way through 2019? Time flies! I shared my disbelief recently with Bryan Wing, Chief Investment...
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Why PAX Financial Group Suggests Creating a Virtual Vault
Safe deposit boxes in financial institutions, bank vaults and home safes have long been used to securely store financial, legal and other important documents. Storage...
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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...
