Category: Financial Planning
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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....
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Why a Financial Checkup is So Important for Good Retirement Planning San Antonio
A new year is always a good time to review your finances. When doing so, we recommend a financial checkup of your investments with your...
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Want to Get Your Finances on Track This Year? Here’s Why You Need a Financial Advisor
At the beginning of every year, people are inspired by a fresh start; a clean slate; a new beginning. Resolutions are made – I will...
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How Do You Really Feel About Money? Let’s Find Out
What kind of investor are you? What’s your money mindset? What’s important to you when it comes to money? You might think you know, but...
