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Blog

Happy elderly couple holding yellow flowers
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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Man with glasses leaning against a wall
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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Businessman using a laptop and smartphone
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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Grandmother and granddaughter knitting together
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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Image of two hands against a white background. One of the hands is passing a black paper heart to the other one
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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A pair of reading glasses sitting on an open textbook. The book has content on taxes.
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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Elderly woman doing yoga in a park
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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Top-down image of a woman sitting at a cluttered desk. She's holding her head and looking down.
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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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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Young woman pouring a drink for an older woman. They are sitting together at a table.
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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A retiree couple in a meeting with a professional. They are all looking at a laptop screen
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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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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