Category: Financial Planning
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PAX Investments: Second Quarter Commentary
There’s been a lot of financial news in the tabloids lately, and that can create a lot of uncertainty and worry: How is the market...
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Divorce and Retirement Planning San Antonio
Divorce in general is rough, but it’s a topic that often comes up when discussing retirement planning here in San Antonio. As you plan your...
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PAX Financial Group Opens New Office in North Carolina
PAX Financial Group has expanded its footprint. We are pleased to announce the opening of our newest office located in Asheville, North Carolina, which will...
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Two Things All Investors Should Do: Rethink ‘Market Crash’ and Take an Investment Risk Assessment
When building an investment portfolio, a true investment risk assessment is a crucial step. How you watch the market and react to volatility is also...
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What All Investors Should Do: Rethink ‘Market Crash’
When building an investment portfolio, a true investment risk assessment is a crucial step. How you watch the market and react to volatility is also...
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How to Spend – Tips from Your Financial Life Advisors San Antonio
I hate to admit it, but I do like to buy stuff. I can always find a reason to buy new sneakers, new music, technology,...
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10 Questions You Should Ask Yourself Before Making a Financial Decision, Especially As We Age
The last time I saw a client of mine (we’ll call him “Jim”), was 12 months ago, and he was sharp as a tack. A...
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My Child is About to Go to College! Parents: Planning Isn’t Just Financial Services
As another school year approaches, I recall a frantic email I received from an existing client. He asked me for help in rewriting a letter to...
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Financial Planning for Parents Should Include Saving for Education
You have a $250,000 investment and no one told you! (Well, that’s if you have a child.) I’m a financial planner with four children. I...
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5 Steps to Help Ensure You Won’t Outlive Your Income
How can you be confident that you will not outlive your income? Here’s how: First, you must know that you have three primary objectives when...
