Financial Planning Archives - B.E.S.T. Wealth Management

Financial Planning at its B.E.S.T.

Category: Financial Planning

What To Expect When You Hire A Financial Planner

Last week I discussed the responsibilities that you have when working with a financial planner. This week I want to shift my focus to the

August 19, 2022 No Comments

Your Responsibilities When Working With A Financial Planner

There are many articles written about what a financial planner does for you and what you should expect from them. But, in my opinion, the

August 9, 2022 No Comments

Is Having One Year of Cash on Hand a Good Idea?

There’s a finance strategy that says it’s wise for you to have at least one years’ worth of cash on hand. That way if your

June 15, 2022 No Comments

How to Easily Determine Your Monthly Expenses

Have you ever wondered how much money you spend on a monthly basis? This is a number that alludes many people, but today I’ll show

May 26, 2022 No Comments

Which Pension Option Is Best ?

If you have a pension, consider yourself one of the lucky ones. Many companies have opted to do away with pensions in favor of employee

May 16, 2022 1 Comment

Retirement Tips for Small Business Owners

As a small business owner it is logical to think that your business will provide for you in retirement. While that may be the case,

May 16, 2022 No Comments

How To Handle Finances In A Marriage: 5 Tips

Does money create a strain in your marriage? Are you unsure how to handle finances in a marriage? If so, read on to learn 5

May 9, 2022 2 Comments

How To Live A Balanced Life

I often times wonder how I can free up my time to focus on the things in life that are important. Do you ever feel

April 20, 2022 No Comments

Is A Financial Advisor Worth It ?

It crosses everyone’s mind – should I pay for a service that I can do myself? It’s a decision we are all faced with. Should we

April 20, 2022 No Comments

How To Invest

Investing is not always about what you do (i.e. choosing where to invest), it’s equally about what you do not do. In many cases, doing

March 23, 2022 No Comments

Updating Investments in Your 401k: 3 Important Things to Know

Most people understand the importance of investing in their 401k, but I’d venture to say that many do not understand how to properly update the

September 30, 2021 No Comments

5% vs 20% House Down Payment – Which is Better?

In October 2020, I wrote a blog post titled Why You Should Almost Never Choose a 15-Year Mortgage. The premise of the article was that

August 25, 2021 No Comments

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