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Blog

A person in a suit sitting behind a chessboard with their hands together in a "ready to play" position.
Liz Whitteberry | May 8, 2025

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

Investments
Retirement
Tax Planning
When dealing with complex financial matters, urgency can sometimes create pressure on us to act quickly. However, reacting too quickly can lead to decisions
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A business person in an open office working on a laptop.
Liz Whitteberry | May 5, 2025

How Hindsight Bias Hurts Investors

Investments
Here’s how to recognize three common biases - hindsight bias, fear of missing out (FOMO), and survivorship bias - and avoid their traps.
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man and woman walking on road while holding hands by Sam Williams courtesy of Unsplash.
Liz Whitteberry | Apr 30, 2025

7 Milestones At Age 50 & Above

Retirement
Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important
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photo of mother and child beside body of water by Xavier Mouton Photographie courtesy of Unsplash.
Liz Whitteberry | Apr 25, 2025

Are You Getting the Best Return on Life You Possibly Can?

It’s important to balance return on investments with return on life (ROL). ROL is defined as, ‘How well you are doing in living the life you want, with the
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two women sitting on leather chairs in front of table by Amy Hirschi courtesy of Unsplash.
Liz Whitteberry | Apr 22, 2025

The Importance of a Good Thinking Partner

When it comes to navigating major $Lifeline transitions like changing jobs, moving, or preparing for retirement, facts and figures are rarely enough. We need
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Two people working at a table in an office using a calculator.
Liz Whitteberry | Feb 12, 2025

7 Effective Tax Optimization Strategies for High-Net-Worth Individuals

Tax Planning
Investments
Retirement
Estate Planning
Real Estate
What does it take to minimize your tax bill, not just this year but in the years to come? Here’s an overview of tax planning strategies tailored for high-net
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A grove of orange trees.
Liz Whitteberry | Jan 22, 2025

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Investments
Tax Planning
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a
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Digital art image of a group of shadowy figures with TVs for heads displaying a hypnotic pattern.
Liz Whitteberry | May 23, 2024

Top 4 Social Media Money Scams & How to Spot Them

Investments
Finance
Lifestyle
Privacy
Savings
There have been more than $2.7 billion in losses to social media scams between January 2021 and June 2023. To help you spot and steer clear of the snake oil
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people standing on shore during golden hour by Tyler Nix courtesy of Unsplash.
Liz Whitteberry | Mar 28, 2024

Preparing Your Adult Children for Inherited Wealth

legacy
Estate Planning
Family
Wealth Management
financial planning
No matter how many good financial habits your children have learned by adulthood, they could still be unprepared for their role in your legacy plan. Talking to
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Man reading newspaper next to laptop and phone
Liz Whitteberry | Mar 21, 2024

Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)

Investments
Savings
What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next move?
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a woman in a white coat by Fotos courtesy of Unsplash.
Liz Whitteberry | Mar 14, 2024

Avoid Lifestyle Creep for Your Best Return on Life

Retirement Planning
Return on Life
financial planning
High earners in any profession can be vulnerable to "lifestyle creep," a phenomenon in which folks spend more as they earn more.
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A brain surrounded by circles representing brain waves
Liz Whitteberry | Mar 7, 2024

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

Investments
Finance
Lifestyle
In a perfect world, every money decisionwe make would be totally rational. In the real world, it helps to have a little knowledge about the mental biases that
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105 Quail Run Street
Colleyville TX 76034

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Contact Info

Email: liz@bestpathadvisors.com
Phone: 817-849-1375
Fax: 817-581-4572

     

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Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA).  Best Path Advisors and JWC/JWCA are unaffiliated entities.  For a copy of JWCF’s Form CRS, JWCA’s Form CRS, or JWC’s Disclosure Supplement please click here. By following the link, you consent to receipt of the Form CRS electronically.

Our primary regulator, FINRA, provides numerous investor education materials. One resource is BrokerCheck, which provides information about firms and financial advisors. 

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