Category: Financial Planning

What Do I Do Right Now? New Book Looks at Money and Retirement at Any Age

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...
Two Areas a Financial Group Should Help With: Real Estate and Car Payments

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...
PAX Investments: Second Quarter Commentary

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...
Divorce and Retirement Planning San Antonio

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...
PAX Financial Group Opens New Office in North Carolina

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...
Two Things All Investors Should Do: Rethink ‘Market Crash’ and Take an Investment Risk Assessment

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...
What All Investors Should Do: Rethink ‘Market Crash’

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...
How to Spend – Tips from Your Financial Life Advisors San Antonio

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,...
10 Questions You Should Ask Yourself Before Making a Financial Decision, Especially As We Age

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...
My Child is About to Go to College! Parents: Planning Isn’t Just Financial Services

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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