Check out my experience with a large company and the resulting frustration due to a lack of customer service. This example reminds me that Bigger Is Not Always Better. At our firm, you are more than just a number. Contact us to learn more. If you’re new to our blog, feel free to sign up […]
(VIDEO) Bigger Is Not Always Better – Part II Read More »
401k plans are a great tool for small business owners to achieve their retirement goals. But let’s not put the cart before the horse. The first question to ask is: SHOULD YOU EVEN SET UP A SMALL BUSINESS 401K? The answer to this question is “it depends”. Every small business owner has different goals. Maybe
Should You Set Up A Small Business 401k? Read More »
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 their business to provide for their future retirement. I discussed that any number of things could render your business obsolete and that small business owners need to have a back
Should You Invest Outside Your Business? Read More »
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 out of business causing the mindset that bigger is better. HOW VALUABLE IS VALUE In many cases, bigger companies are competing on price and claiming that consumers should shop there.
Bigger Is Not Always Better – Part I Read More »
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 said, read along for a personal story with a baseball and truck driving twist. LUCKY TO BE ALIVE Some time ago, my 3 ½ year old daughter and I
Blocking the Plate Read More »
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: (1) increase cash flow, (2) minimize taxation, (3) protect their assets (think cars, homes, investments, income, etc.), (4) be proactive and minimize risks, (5) pass assets efficiently and cost effectively
What Does A Comprehensive Financial Plan Look Like? Read More »
Tax efficient investing is likely something that has crossed your mind. After all, who doesn’t want to save money in taxes. There are two strategies that I want to discuss today that you can use to make your investments more tax efficient and put more dollars back into your pocket. CAPITAL GAINS STRATEGY If you
Tax Efficient Investing Read More »
Over the last five or six years we have fielded several questions about gold. Should gold be the place to invest due to our devalued U.S. dollar? If we experience another recession, is gold a good investment? Should I own physical gold coins and store them in a safe? It’s funny how these questions came
Is Gold A Good Investment ??? Read More »
Have you ever really looked forward to something and then afterward found that there were unexpected surprises? My wife and I recently returned from a 3 week trip to Hawaii where we spent some quality time visiting with my dad, stepmom, and sister who live there. The time away provided an opportunity to relax,
Unexpected Lessons From Hawaii Read More »
Recently I blogged about the importance of no longer using Mutual Funds. One of the reasons for making this bold statement is that Mutual Funds are often times actively managed investments and as a result incur unnecessary taxation and cost. You see, one of the most important decisions you have to make is whether to
Active vs Passive Investing – Do You Know The Difference? Read More »
Have you ever wondered whether it makes sense to pay for the services of a financial advisor? Over the years I have compiled information regarding some of the myths surrounding advisor fees. Hopefully this information can arm you in deciding whether or not to work with a financial advisor. With that in mind let’s discuss
Myths About Paying Advisor Fees Read More »
Last year we witnessed many children fighting over their toys. I mean, we witnessed Congress have a very kind spirited debate regarding government taxation and spending. At the eleventh hour (i.e. 1/1/13) Congress finally came to a bi-partisan agreement over the tax issue (notice that I didn’t say that they “resolved” the issue). So, as
Understanding the Fiscal Cliff 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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