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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
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
What To Do When Your Income Reaches 7 Figures
Preserve your high net worth with these foundational tips.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
Social Security Fairness Act's New Chapter
Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.
Inflation and the Real Rate of Return
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
Making Sense of HSAs and FSAs
How HSAs and FSAs might help your household.
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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.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
College Savings
See how much you may need to save now to cover future college costs for your child.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
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Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.