Category: retirement
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How to Transition into Retirement on the Top of a Bull Market
Volatility is easily the most misunderstood part of investing. When the market is too volatile, investors tend to panic and want to pull all their...
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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...
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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...
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4 Events That Can Help You Prepare for a Better Future
When I started PAX Financial Group, one of my top priorities was to help educate investors to prevent them from making investment mistakes that can...
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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...
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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...
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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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Who’s the Modern-Day Millionaire? Insights from a Financial Planner San Antonio
What does the modern-day millionaire look like? As a financial planner San Antonio for many years, I have seen firsthand that the definition of who...
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10 Ways to Prevent Becoming a Victim of Identity Theft
Living in the Digital Age provides many conveniences that previous generations didn’t have – the Internet, Smartphones, social media, artificial intelligence, the list goes on....
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Insurance and Financial Planning Go Hand-in-Hand; Are You Covered Properly?
Insurance is a critical component of a balanced financial plan and a powerful tool to protect individuals from financial losses due to unexpected life events....
