Best Path Advisors Tax & Retirement Education

06/09/2026

06/08/2026

Receiving an inheritance can feel straightforward at first.

Then the questions start to surface.

What should be done with it? How should it be structured? How does it fit into everything else already in place?

There isn’t always a clear path forward, even when the opportunity is significant.

Our goal is to bring a perspective that helps you slow down and make sense of decisions, bring structure where there isn’t one, and think through how each choice fits into the bigger picture.

06/04/2026

Major life changes don’t just shift your routine. They often change your financial picture as well.

Buying a home, starting a family, or taking on a new opportunity can all come with tax implications that aren’t always obvious in the moment.

That’s why these moments are worth talking through.

Not after the fact, but as they’re happening, so decisions can be made with a clearer understanding of what comes next.

A quick conversation at the right time can make a meaningful difference.

06/02/2026

As your income rises, your financial life rarely becomes simpler.

This is where financial advice becomes less about information and more about structure.

At a certain point, it’s not the amount of income that matters most, it’s how well everything around it is organized.

06/02/2026

June is National Annuity Awareness Month, and to honor the month, we wanted to review what annuities are and how they might fit into broader retirement strategies. Swipe for more information.

Deciding whether or not annuities are right for you requires a careful evaluation of fees, liquidity, and long-term goals. If you're considering an annuity, a financial advisor can explain the pros and cons so that you make a wiser decision for your situation.

05/28/2026

If you’ve ever played golf, you know it’s not about one perfect shot.

It’s about consistency over time. Small adjustments. Staying focused even when things don’t go exactly as planned.

Financial planning works the same way.

It’s not built on big, one-time decisions. It’s built on discipline, patience, and a strategy you can stick with through different conditions.

05/27/2026

When you look back on your life at 85, you probably won’t care about maximizing every dollar nearly as much as maximizing your time, health, family, and experiences.

Retirement planning is about more than the math.

05/25/2026

What would your 85-year-old self tell you right now?

Would they thank you for working a few more years… or wish you had stopped waiting and started living sooner?

In this video, Liz shares 5 powerful questions that can help you think differently about retirement- from your health and purpose to your time and financial readiness.

Watch now on the Best Path Advisors YouTube Channel.

05/25/2026

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made the ultimate sacrifice to protect our country and preserve our freedom.

Please note that our office will be closed on Monday, May 25th, in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26th, and will respond to any messages received during the closure as promptly as possible.

Wishing you a respectful and meaningful Memorial Day.

05/25/2026

Today is about more than a long weekend. It’s a moment to remember the lives, service, and sacrifice that made so much possible.