Category: Financial Planning
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Legacy Building with a Purpose: Passing Down Wealth and Values
Legacy building is about more than passing down wealth and assets—it’s about imparting values, traditions, and principles that reflect what truly matters to your family....
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It’s Never Too Early to Start Planning for Retirement
Retirement might feel like a lifetime away, but the truth is, the sooner you start planning, the better positioned you’ll be in your later years....
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Five Myths Related to Faith-Based Financial Planning
Many assume faith and managing finances operate in separate worlds when they invest assets for their future use. But for those who follow a faith-based...
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Transitioning to the Next Chapter in Your 50s and 60s: A Financial Guide for San Antonio’s Faith-Based Community
As you enter your 50s and 60s, retirement planning takes center stage. For San Antonio’s faith-based community, reflecting on financial goals and connecting them with...
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What does it mean to be a Certified Loss of Life Advocate Advisor?
Losing a loved one is one of the most challenging experiences anyone can face. In addition to the emotional pain, families are often left navigating...
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Generational Generosity: How Family Giving Plans Work
For many families, a guiding principle to live by is that giving brings more joy than receiving. A family giving plan provides an opportunity to...
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San Antonio Financial Advisor Tips for Charitable Giving
At PAX Financial Group, we understand charitable giving is more than just a financial gift—it’s an extension of your values and an opportunity to make...
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Build a Family Legacy Through Philanthropy and Smart Giving
At PAX Financial Group, we encourage all our clients to discuss with their families how they can work together to make a meaningful impact on...
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Faith-Based Investing with a San Antonio Financial Advisor
There is a growing trend among many people in the U.S. to use their investments as an extension of their principles and values. Many of...
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How ETFs fit into a core-satellite investing approach
Don’t be too concerned if the term “core-satellite investment strategy” is new to you. They are new to many investors who are still relying on...
