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Blog

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 to Create Your Best Life

Retirement Planning
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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man in white dress shirt wearing black framed eyeglasses by Usman Yousaf courtesy of Unsplash.
Liz Whitteberry | Feb 29, 2024

When to Retire as a Doctor

Retirement Planning
Doctors
financial planning
For a doctor, these three signs might suggest that it's time to start thinking about retirement.
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MacBook Pro turned-on by Michael Geiger courtesy of Unsplash.
Liz Whitteberry | Feb 22, 2024

Don't Let a Hacker Spoil Your Best Life

These four simple safeguards can help to reduce your chances of getting hacked and increase your peace of mind.
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white house under maple trees by Scott Webb courtesy of Unsplash.
Liz Whitteberry | Feb 15, 2024

Should I Remodel or Move?

Retirement Planning
The choice between moving, remodeling, and renovating is never easy, especially with all the emotion, memories, and money you have tied up in where you live.
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Man sitting on bench in park
Liz Whitteberry | Feb 8, 2024

5 Amazing Places to Retire Outside of the U.S.

Lifestyle
Finance
Retirement
Real Estate
Tax Planning
Would you enjoy your retirement more in the U.S. or abroad?
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Liz Whitteberry | Feb 1, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance
Lifestyle
Retirement
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s raising a lot
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Notebook containing dates with a pen
Liz Whitteberry | Jan 25, 2024

A Year of Resilience and Growth in the Face of Challenges

Investments
Economy in 2024
stock market 2024
As we wrap up another eventful year, it's a tradition to pause and reflect on the past twelve months. Let's consider the lessons 2023 has brought us, both
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Couple walking in a field with the ocean in the background
Liz Whitteberry | Dec 28, 2023

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Investments
Retirement
Savings
Estate Planning
Risk Management
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
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Grandmother with child
Liz Whitteberry | Dec 21, 2023

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
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105 Quail Run Street
Colleyville TX 76034

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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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