PAX Financial Blog
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With over 100 years of combined experience, San Antonio, Texas-based PAX Financial Group is passionate about helping you live the life of your dreams. We're more than just financial advisors, we're life advisors! Locally owned and independent, our advisors are deeply committed to helping you achieve your vision of financial success. We offer holistic financial assessments, investment..
PAX Financial Blog
3y ago
Financial discussions can be difficult – even when they’re with yourself! But they’re important, especially when blending your financial life with a partner ..read more
PAX Financial Blog
3y ago
You’ve probably heard the expression, “You can’t uncrack an egg.” It might be silly, but it’s true, if you think about it. ..read more
PAX Financial Blog
3y ago
There are a couple of scenarios in which you might consider rolling your Traditional 401(k) account balance into a Roth Individual Retirement Account (IRA ..read more
PAX Financial Blog
3y ago
There was a time once when it was common – expected, even – for a married couple to retire at the same time. But things have changed. In today’s society, there are far more two-career couples who stagger retirements rather than call it quits together, making retirement planning even more important ..read more
PAX Financial Blog
3y ago
For a lot of business owners, their exit plans involve leaving their company to their children and grandchildren. But passing on your business to the next generation can be a lot more complicated than bequeathing the balance of a retirement account or Grandma’s diamond engagement ring ..read more
PAX Financial Blog
3y ago
As you head into retirement, you might expect that your cost of living will go down, and for a lot of expenses, there is a very good chance it will. If you’re no longer working, you’ll probably spend less on things like transportation, business clothing and work lunches. One expense that likely will not decline in retirement, though, is healthcare ..read more
PAX Financial Blog
3y ago
Are you considering setting up a retirement plan for your employees? It can be a smart move, as employees consistently name retirement plans as one of the benefits they regard as most important. Social Security is highly unlikely to cover their financial needs in retirement, so employees recognize the need to save for retirement themselves ..read more