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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.

Helpful Content

Is Term Life Insurance for You?

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Is a SEP-IRA Right for Your Business?

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

 

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Understanding Extended Care

Understanding the types of extended care services—and what those services could cost—may be critical.

Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.

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Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

Comparing Mortgage Terms

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

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

My Retirement Savings

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

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Stay Safe with a Business Owner's Policy

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

Charitable Giving: Smart from the Heart

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

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Saving for College 101

Here's a crash course on saving for college.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

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