
start the new year strong with financial goals
by Tricia Bush, CPA, CFP®, Partner, Bestgate Advisors The new year is here, and for many of us, it’s a time for fresh starts and new opportunities. While some people might focus on fitness or hobbies, there’s another area that can have a huge impact on your life: your finances. Don’t worry, setting financial goals…
The Best Time to Start a Financial Plan is Now
by Tricia Bush, CPA, CFP®, Partner, Bestgate Advisors Are you thinking about investing your hard-earned money but feeling a bit overwhelmed by all the choices out there? Don’t worry, you’re not alone. It can be intimidating if you don’t have a good grasp of the basics. Let’s break down the different investment options in a…
The Best Time to Start a Financial Plan is Now
by Tricia Bush, CPA, CFP®, Partner, Bestgate Advisors Gone are the days when a pension was the golden ticket to a secure future. With the evolving landscape of employment and the diminishing prevalence of pensions, the responsibility for retirement savings has shifted to the individual. One of the most common ways for individuals to save…
