We’ve had several clients unfortunately lose their spouses (some at a very early age) over the past few years. So today, I want share with you how we helped out in those difficult situations and how financial planning has benefitted them.
How Financial Planning Helps You When Your Spouse Dies Read More »
In today’s video blog, you’ll learn 3 reasons why an independent financial advisor is right for you. Additionally you’ll learn how an independent advisor differs from other types of advisors out there. Be sure to watch the short 2-minute video to the end so that you don’t miss out on your chance to “meet” our
(VIDEO) 3 Reasons an Independent Financial Advisor is Right For You Read More »
Whether you are looking to add a 401k plan for your employees or you already have one in place, there are some important things to consider. In today’s blog post, you will learn about 4 questions that you need to answer when choosing a 401k plan for the first time or managing an existing one.
4 Considerations When Choosing a 401k For Your Business Read More »
It’s one thing to crunch the numbers and figure out whether or not you can retire, but it’s quite a different thing to look at the non-financial aspects of your retirement. In today’s blog post you will learn 5 very important, non-financial questions that you need to ask yourself prior to retiring. These include questions
Why Retirement Planning Isn’t Just About the Money Read More »
At first glance, when you read the title of this blog post, you would naturally think that you shouldn’t put all of your “investment” eggs in one basket. While this is true, the reality is that there is more to it than that. Many people invest a large majority of their “financial” eggs with their
Don’t Put All Your Financial Eggs In One Basket Read More »
In today’s video blog, I want to share with you two questions that you should be asking when it comes to Social Security. The first is “When should you take it? and the second is “What are some strategies to maximize your benefit?”. This is such an important topic because if handled properly, you wouldn’t
(VIDEO) Answers To Your Top Questions About Social Security Read More »
You’ve likely heard the phrase: “fail to plan, then plan to fail”. This is ever-so-true when it comes to retirement. If proper planning is not done, then you could possibly experience a less-than-optimal retirement. In today’s blog post, I’ll be discussing why retirement planning is so important. Additionally, you’ll learn why retirement planning should involve MUCH
The Importance of Retirement Planning Read More »
One of my biggest pet peeves is when a company doesn’t list their fees on their website. These companies usually do a great job describing their product or service, but there’s usually a mystery as to what it costs. Financial Advisors have historically been very notorious for this sort of practice. In fact, I remember
The Cost to Hire the 3 Different Types of Financial Advisors Read More »
Whenever you see a blog post from a financial planner, you’re first reaction is likely that this is going to be completely biased and they will try to convince you to use their services. Well, sit back and relax, because this post is going to be unbiased and you will learn the 3 things that
(VIDEO) Professional Financial Planners or DIY: Which is Best? Read More »
Many people shy away from hiring a financial advisor because they think they aren’t wealthy enough. In today’s blog post, I will discuss that this mindset has evolved as a result of some arrogant and greedy decisions by those in the financial planning and investment industry. However, there is good news in that even those
Why You Don’t Have To Be Wealthy To Hire A Financial Advisor Read More »
Often times, certain things in life get put on the back burner. For me it’s house projects; primarily because I’m just not that good at them. We all have certain gifts in life and being handy is not one of mine. But none the less, I recognize the importance of taking care of the home.
6 Important Benefits of Financial Planning You Need to Know Read More »
You’ve likely heard of what a 401k is, but exactly what does this mean for you as a small business owner? One question on your mind may be how a 401k would benefit you or your employees. Additionally, you may be thinking / wondering how much it would cost or if you can even afford
What’s A 401k? Financial Basics For Small Business Owners Read More »
B.E.S.T. Wealth Management, LLC was founded on the principle that everybody deserves financial planning advice and help with investing money.
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