Pre-Retirees Archives - B.E.S.T. Wealth Management

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Category: Pre-Retirees

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

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

Are You Making Roth 401k Contributions? Think Again…

Many people have aspirations to build up their tax-free investments and do so inside of a Roth 401k. However, you may be surprised to learn

October 13, 2021 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

Summary of the American Rescue Plan Stimulus Bill

On Thursday, March 11, 2021, President Biden signed into law the $1.9 trillion American Rescue Plan. Below are highlights of the bill: Stimulus Payments

March 12, 2021 No Comments

Is Your Pension Safe?

Many pension plans are under a lot of stress due to the coronavirus. In today’s article, I discuss what you need to do to protect

August 12, 2020 No Comments

How to Truly Know if You Should Refinance Mortgage

Many people understand that the decision to refinance involves more than just how much money they will save on a monthly basis. They also understand

June 3, 2020 4 Comments

Should Your Entire IRA Be Converted to a Tax-Free Roth IRA?

In last week’s blog post I discussed the importance of converting some of your taxable IRA to a tax-free Roth IRA to protect against higher

May 27, 2020 No Comments

Summary of CARES Act Stimulus Bill

On Friday, March 27th, President Trump signed into law the historic $2 trillion stimulus bill (aka The CARES Act – Coronavirus Aid, Relief, and Economic

March 30, 2020 2 Comments

Improve Your Retirement Readiness With These 7 Helpful Tips

Are you really ready for retirement? You’ve worked a long time in your career and you’ll be faced with the decision of whether or not

August 29, 2018 No Comments

Why Retirement Planning Isn’t Just About the Money

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

May 23, 2018 No Comments

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