Skip to main content
Best Path Advisors
menu
  • Client Login
  • Let’s Talk
  • Get a Plan
  • About Us
    • Who We Serve
    • Why Us
    • Our Founder
    • Our Team
    • Our Values
    • Our Process
  • Our Services
    • Retirement Assessment
    • Comprehensive Services
    • Investment Management
  • Good Stuff
    • Webinars
    • Videos
    • Blog
    • Market Summary
    • Free Guides and Checklists
  • Podcast
  • Contact

Blog

default blog image
Liz Whitteberry | Dec 14, 2022

How to Benefit from Tax-Loss Harvesting

Tax Planning
Investments
Tax-loss harvesting helps turn a dip in the market into a tax deduction. This investment strategy can help you lower your overall tax bill and increase your
Read More
Liz Whitteberry | Dec 8, 2022

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
Read More
Liz Whitteberry | Dec 7, 2022

Dementia May Be on the Decline

Retirement Risks
A recent study shows the prevalence of dementia declined from 2000 to 2016.
Read More
Liz Whitteberry | Dec 6, 2022

Repaying Student Loan Debt - 4 Tips to Get Started

College
For many, student loans are unavoidable. So how can you, or your children and grandchildren, tackle them?
Read More
Liz Whitteberry | Dec 1, 2022

Investment Tips for All Seasons

Investments
It's always good to review basic investment strategies.
Read More
Liz Whitteberry | Nov 30, 2022

Suggestions for Long-Term Financial Health

Finance
Savings
Sometimes simple is best. Many of us tend to complicate our financial situation; overthinking our options while ignoring the basics. But like anything else, the
Read More
Liz Whitteberry | Nov 23, 2022

Family Conversations about Wealth and Giving

Family
Giving
Money Values
There's truth to the saying, "Shirtsleeves to shirtsleeves in three generations." Open communication and clear planning can go a long way towards helping a
Read More
Liz Whitteberry | Nov 22, 2022

Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

Finance
Family
Retirement Planning
It's essential to teach your children the benefit of investing early and often to set them up for success in the future. Here are some key benefits to starting
Read More
Liz Whitteberry | Nov 21, 2022

Unwrap a Holiday with Less Financial Stress

Savings
Lifestyle
With a few small changes to your holiday spending habits, you may cut back on end-of-year financial stress.
Read More
Liz Whitteberry | Nov 18, 2022

Charitable Giving: How Your Gift Gives Back in Tax Deductions

Finance
Tax Planning

 

There’s no doubt that it feels great to help someone in need through charitable giving. There are more than 1.5 million nonprofit organizations in the

Read More
Liz Whitteberry | Nov 17, 2022

The Value of Investing with a Financial Advisor Instead of a Do-It-Yourself Approach

Investments

Paying fees for professional investment management is something we’d all like to avoid. Why pay for some guy in a suit to manage your investments when you can

Read More
Liz Whitteberry | Nov 17, 2022

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 1
  • Page 2
  • Current page 3
  • Page 4
  • Page 5
  • Next page Next ›
  • Last page Last »

Office

105 Quail Run Street
Colleyville TX 76034

Let’s Talk

Contact Info

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

     

Get in Touch

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 JWC’s Form CRS, please visit HERE. For a copy of JWC’s Disclosure Supplement, please visit HERE. For a copy of JWCA’s Form CRS, please visit HERE. By following links, you consent to the receipt of the JWC and/or JWCA Form CRS electronically.

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

© 2023 Best Path Advisors All rights reserved.