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Blog

Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
Liz Whitteberry | Sep 7, 2023

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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Liz Whitteberry | Sep 6, 2023

Flying in Style: Modern Airline Rewards

There are now more ways to earn points, more levels to achieve, and more redemption options than ever before. Don’t let the complexity discourage you from
Read More
Woman in a suit holding a piece of paper. She is in an office setting.
Liz Whitteberry | Aug 31, 2023

Pre-Retirement Preparedness: Planning for Your Career Exit

Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
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An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Liz Whitteberry | Aug 24, 2023

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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Woman writing in a paper planner with a pen
Liz Whitteberry | Aug 17, 2023

Retirement Calculator: Are You On Track to Reach Your Goals?

Retirement
Savings
Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning your retirement.
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Group of young professionals in a meeting. They are in a casual office setting
Liz Whitteberry | Aug 10, 2023

Money Management 101: Tips for Your Kids or Grandkids Entering the Workforce

Savings
If your kids or grandkids are starting to enter the workforce, whether it’s a part-time job just for the summer or a full-time job after graduation, it’s
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An exit sign in a modern office building
Liz Whitteberry | Aug 3, 2023

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
Read More
Two yellow balloons with smiley faces on them
Liz Whitteberry | Jul 27, 2023

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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Tablet on a table with a coffee cup. On the tablet screen is several charts and graphs
Liz Whitteberry | Jul 20, 2023

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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Close up portrait of child giving two thumbs up
Liz Whitteberry | Jul 13, 2023

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Finance
Education

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy

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Two elderly people sitting on a bench looking at the sea
Liz Whitteberry | Jul 6, 2023

Seven Key Tips for Planning Elder Care

Family
Lifestyle
Retirement
Health
Disability
Noticing signs of decline in our loved ones is always hard, and making care decisions for them often feels even harder. While it's impossible to make the
Read More
Toddler standing at the bottom of a stone staircase
Liz Whitteberry | Jun 15, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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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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