Our Fiduciary Duty

Best Financial Life maintains a high-level of fiduciary responsibility. We are committed to providing the best advice according to our expertise, and will never accept commission from third-party entities. Our goal is to help you attain the comfort and success of financial fulfillment.

Blog

The Great Investment Lie

True investment success comes from patience, discipline, and sticking to your plan, even in turbulent times. Don’t fall for the myth—focus on the steady, proven approach that truly grows wealth over time.

Four Hard Truths

Whether your plan is in your head, in an Excel spreadsheet, or managed by a professional, there is no doubt that these four hard truths must be accepted for your money to have a chance at outliving you.

How To Get Paid In Retirement

In retirement, you will begin spending down your assets and stop receiving a paycheck. This is one of the most difficult mind-shifts we go through in our lifetime. But it doesn’t have to be.

Surviving a Down Market: One Mistake You Can’t Afford

There are many mistakes we can make when investing, the most significant of which is sitting out of the market. Most of the others lead us to the conclusion that we should sell our portfolios and "wait for a better time to invest."

What a Great Financial Planner Can Do for You

In this “bullet point post,” I’ll share what I believe you need from your Financial Planner (even if that might be you!)

Why It Pays to Pay Taxes

Most people will delay paying tax as long as possible. We see this quite often in taxable investment portfolios where you can choose to sell investments with gains or losses when readjusting your portfolio.