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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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Inflation & Retirement

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Is a Variable Annuity Right for Me?

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.

 

Qualifying For Medicare Under Age 65

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It Was the Best of Times, It Was the Worst of Times

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Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

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What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

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

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

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.

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See how long your current savings might last if a disability interrupted your income.

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Jane Bond: Infiltrating the Market

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How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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Even low inflation rates can pose a threat to investment returns.

Bursting the Bubble

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Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

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