Category: holistic financial planning

8 Budgeting Tips to Help You Stay on Track

8 Budgeting Tips to Help You Stay on Track

Making and maintaining a budget is an essential part of a healthy financial life. If you struggle to stick to your budget, or have trouble...
Advanced Estate Planning: What You Should Know

Advanced Estate Planning: What You Should Know

While many people think the term “estate planning” applies only to those with significant wealth, in reality, anyone with assets has an estate. Your estate...
Do You Have an Emergency Fund?

Do You Have an Emergency Fund?

If you’ve never had a financial emergency come up at a really inconvenient time, you’re in the minority. The truth is, unexpected financial burdens happen...
How To Fund Your Dream Life In 6 Simple Steps

How To Fund Your Dream Life In 6 Simple Steps

You dream of what your life should look like. What’s stopping you from living that life? For most of us, the answer is simple: We...
First Quarter Update: PAX Talks Investments, Stock Market and Economy

First Quarter Update: PAX Talks Investments, Stock Market and Economy

After talking with Doug Richardson, one of PAX Financial Group’s Certified Financial Planners (CFPs), I’d like to share a few market highlights from the first...
Helpful Tips to Establishing a Charitable Giving Plan

Helpful Tips to Establishing a Charitable Giving Plan

In this space, we regularly discuss common concerns, fears and worries when it comes to establishing a financial plan. But there are also many beautiful...
Tips to Paying off Debt Early – PAX Financial Group Answers Common Questions

Tips to Paying off Debt Early – PAX Financial Group Answers Common Questions

At PAX Financial Group, we obviously get a lot of questions about Social Security, estate planning and retirement planning, but we also get asked about...
The Right Way to Pay for a Good Education: PAX and Parents

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...
Natural Disaster Planning in San Antonio

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....
How Is 2019 Starting Out? PAX Financial Group Explains

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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