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Blog

Liz Whitteberry | Nov 16, 2022

Do Your Donor Due Diligence

Finance
Savings

If you’re like most Americans, you make the majority of your donations to charitable organizations in November and December. But as you get ready to pull out

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Liz Whitteberry | Nov 15, 2022

Preparing for an Early or Unexpected Retirement

Retirement
How can you prepare for an expected retirement?
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Liz Whitteberry | Nov 15, 2022

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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Liz Whitteberry | Nov 12, 2022

4 Education Investment Accounts to Grow College Savings

Investments
College
With the proper foresight and knowledge, you can utilize different investment vehicles to increase the likelihood that your loved ones will have minimal or no
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Liz Whitteberry | Nov 11, 2022

Should You Retire at the Same Time As Your Spouse?

Retirement
Here are some things to consider when deciding whether to retire at the same time as your spouse.
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Liz Whitteberry | Nov 10, 2022

Common Investor Biases and How They Can Impact Your Finances

Investments
No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common biases?
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Liz Whitteberry | Nov 8, 2022

Understanding Exchange-Traded Funds

Finance
Here are some key things to know about ETFs before investing.
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Liz Whitteberry | Nov 7, 2022

Retirement as a Single Woman

Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
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Liz Whitteberry | Nov 4, 2022

Informed Donating

Lifestyle
Family
If you’re planning on making some end-of-year charitable donations, there are a few questions to ask yourself first.
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Liz Whitteberry | Nov 3, 2022

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Retirement
Tax Planning
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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Liz Whitteberry | Nov 2, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Liz Whitteberry | Nov 1, 2022

4 Tips for Minimizing Financial Anxiety

Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
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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 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. 

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