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Category: Family

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

Tax Efficient Investing

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

November 11, 2013 No Comments

Is Gold A Good Investment ???

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

September 25, 2013 No Comments

Unexpected Lessons From Hawaii

Have you ever really looked forward to something and then afterward found that there were unexpected surprises? My wife and I recently returned from

June 20, 2013 No Comments

Active vs Passive Investing – Do You Know The Difference?

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

April 9, 2013 No Comments

Myths About Paying Advisor Fees

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

March 25, 2013 No Comments

Understanding the Fiscal Cliff

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

February 4, 2013 No Comments

Online Budgeting Tools: Part II

A few months ago I posted a blog about several free online budgeting tools (i.e. Mint.com, Yodlee.com, WaveAccounting.com, and ClearCheckBook.com). Since then, I have been able to

November 16, 2012 No Comments

(VIDEO) When To Take Social Security

This informative webinar covers the basics of Social Security and reveals strategies for maximizing your benefits. It also will guide you in when to take

October 22, 2012 No Comments

What Is Comprehensive Financial Planning?

You may have heard the term “comprehensive financial planning” being thrown around, but what exactly does it mean? Comprehensive Financial Planning, also referred to as

October 17, 2012 No Comments

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B.E.S.T. Wealth Management, LLC is a registered investment adviser with the State of Missouri and Texas. B.E.S.T. Wealth Management, LLC may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemptions or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.

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