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Blog

sitting on steps with phone
Liz Whitteberry | Dec 1, 2022

Investment Tips for All Seasons

Investments
It's always good to review basic investment strategies.
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Financial Planning
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
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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
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Young professional women in a meeting
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
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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.
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Stock Image
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

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Stock
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

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Person holding a camera lens in a field. The view of the field within the camera lens is upside down.
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.
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Stock
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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fair lights in hands
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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A row of houses along a canal
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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Stock
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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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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