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BestVest Investments, a financial services firm based in Media, PA, to offer members financial planning, investment and insurance services. We are here to help you create financial independence now and for the future. Whether your goal is preparing for retirement, college savings, or estate planning, our personalized service focuses on your needs and financial goals. For additional disclosures or information, visit www.bestvest.net.
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Our Services
BestVest Investments is looking to provide the highest quality investment and insurance services and independent investment products to all Police and Fire Federal Credit Union members. Retirement Planning with Income Strategies, Educational Planning, Investment Portfolio Review and Construction, as well as Insurance Needs Analysis, are the core of our services. Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.
Helpful Content
How the SECURE Act 2.0 Changed RMDs
Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Steps to Protecting a Child with Disabilities
Planning for children with special needs can be confusing but by working together, we can help navigate those challenges.
Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
Choose Your Own Retirement Adventure
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
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How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
View all calculators
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!