Financial Planning Archives - Page 4 of 5 - B.E.S.T. Wealth Management

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

Category: Financial Planning

Do You Have To Be Rich To Have A Financial Advisor?

I hear people all the time say, “When I get some money, I’ll give you a call” or “I don’t have enough money to work

May 30, 2017 No Comments

Volatility, China, and Oil

by Dimensional Fund Advisors January 2016 saw the worst start to the year for the S&P 500 in history, while the Chinese equity market experienced

February 8, 2016 No Comments

The Ultimate Tax Shelter

If you are eligible to but are not taking advantage of itemized deductions on your tax return, then you could be missing out on thousands

January 29, 2016 No Comments

(VIDEO) Volatility in the Stock Market

There has been a downward spiral in the stock market in the last couple months and people are concerned. Could it have something to do with

January 21, 2016 No Comments

Unhealthy Attachments

Have you ever made yourself suffer through a bad movie because, having paid for the ticket, you felt you had to get your money’s worth?

October 23, 2015 No Comments

Considering Central Bank Influence on Yields

Should you make investment decisions based on what you think the Fed will do? Is the Fed “really” trying to keep interest rates low? Click

October 6, 2015 No Comments

10 Dangers of Joint Tenancy

In follow up to the article written by our friends at Laiderman Law Firm, I wanted to expand upon some of the dangers of joint tenancy. Also, I want

July 22, 2015 No Comments

How To Manage Your Finances

Last year we remodeled our house to get it ready to sell. It took us a lot longer than we thought. 2 ½ months to be

January 12, 2015 2 Comments

Should You Invest Outside Your Business?

A while back, I wrote a blog titled Retirement Tips for Small Business Owners. One aspect of that blog revolved around business owners depending on

January 9, 2015 No Comments

Bigger Is Not Always Better – Part I

We’re all familiar with the Walmart model that promises everyday low prices. Walmart, along with other big box stores have pushed many a small business

January 9, 2015 No Comments

Blocking the Plate

Every once in a while, I like to blog about personal items that really have nothing to do with financial planning or investing. With that

December 24, 2013 2 Comments

What Does A Comprehensive Financial Plan Look Like?

Many people don’t truly know what comprehensive financial planning is. They don’t understand that it is a process whereby a Financial Planner helps them to:

November 14, 2013 No Comments

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