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Blog

Liz Whitteberry | Oct 31, 2022

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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Liz Whitteberry | Oct 28, 2022

Talking to your Aging Parents about Finances

Retirement
Aging Parents
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Liz Whitteberry | Oct 27, 2022

Preparing for Lifetime Income in Retirement

Retirement
Retirement Planning
Worried about outliving your income? Here’s how to start planning for your retirement needs.
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4 Risks That Can Impact Your Retirement | Best Path Advisors
Liz Whitteberry | Oct 25, 2022

4 Risks That Can Impact Your Retirement

Retirement
Retirement Planning
Retirement Risks
Here's a look at 4 common retirement risks and how to address them to protect your retirement income.
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Liz Whitteberry | Oct 24, 2022

The 2023 Cost-of-Living Adjustment

Retirement
Social Security and SSI benefits are increasing in 2023. Here’s what you need to know.
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Liz Whitteberry | Oct 15, 2022

Medicare in 2023: Here's What You Need to Know

Health
Retirement
The 2023 Medicare changes are here, and for the first time in several years, some premiums are lower.
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Liz Whitteberry | Aug 12, 2022

Divorce and Retirement: Here’s What You Need to Know

Retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
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Liz Whitteberry | Aug 12, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Liz Whitteberry | Aug 12, 2022

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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Liz Whitteberry | Aug 12, 2022

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
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Liz Whitteberry | Aug 12, 2022

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
Read More

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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 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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