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Behavioral Finance Should You Tap Retirement Savings to Fund College? Social Security: By the Numbers Retirement Accounts When You Change Your Job

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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.

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Charitable Giving: Smart from the Heart

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Red Flags for Tax Auditors

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Eight Mistakes That Can Upend Your Retirement

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Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

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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.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

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Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

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Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

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See how much you may need to save now to cover future college costs for your child.

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Explore how compound interest can grow your money over time with this interactive tool.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

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Tuning Your Social Security Benefit

When should you take your Social Security benefit?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

Your DNA Test

A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

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