Category: Financial Planning
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What’s the Price Tag of a Wedding? How Do You Pay for a Child’s Big Day?
Full financial planning isn’t just investments. When setting up a financial plan, a personal financial group should discuss your specific situation: What is your risk...
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How the Holidays Affect Retirement Planning (San Antonio)
We all know that long-term savings is critical to financial success, but first we have to get our short-term (within the year) savings right. We...
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Spending Habits, Adult Children and Long-Term Money Plans
I’ve seen it more than enough: Parents give money to their adult children, and the kids then use that money for online shopping. And most...
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Retirement Planning Help: The Mechanics of IRA Deposits
Retirement is an exciting time – or it should be! I say this, because while many people, after years of commuting to work, punching the...
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What Do I Do Right Now? New Book Looks at Money and Retirement at Any Age
No one wants to be broke. No one racks up debt on purpose because they enjoy paying double for something as the interest they accumulate...
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Two Areas a Financial Group Should Help With: Real Estate and Car Payments
Working with a financial advisor can be beneficial for many reasons. Here at PAX Financial Group, we get questions of all kinds, from “What should...
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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...
