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The Role of an Emergency Fund in Financial Planning: A Professional’s Guide

Discover the importance of an emergency fund. Learn to save, manage, and invest for financial security during life's unexpected events.

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How to Write a Comprehensive Financial Plan

If you want to achieve your financial goals, creating a comprehensive plan for success is essential.

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Eight Things You Never Knew About Estate Planning

Estate planning is an action that’s not always at the top of someone’s to-do list. While it might not seem like an urgent act, you never know what could happen and it’s always better to be over prepared than under prepared. If you have any preferences for how your assets will be handled if you were to pass away or become incapacitated, estate planning is essential.

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6 Steps to Protecting Wealth During Volatile Markets

In these trying times, you must observe key long-term investment fundamentals for a successful financial future.

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Financial Planning Rules For Millennials

Millennials are quite possibly the most underserved group within the US when it comes to financial planning and investing for future events.

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Navigating Your Inheritance: A Comprehensive Guide for Managing Newly Acquired Wealth

Inflation lowers money's value, risking retirement savings. A fiduciary can help safeguard purchasing power and ensure financial security.

CFP

What is a CFP?

William Bevins CFP® and fiduciary advisor Franklin TN. William offers fee-only financial planning and wealth management help to individuals and small businesses.

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What to Know About the Financial Side of Divorce 2024

Going through a divorce is a difficult process. The emotional, mental, and physical aspects take a toll on both parties and the family unit. On top of that, the financial side of divorce can be complicated and create additional stress and anxiety for everyone. Throughout the duration of the divorce, you and your spouse will need to make decisions that will impact your finances, both now and in the future.

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5 Strategies for Millennials to Create Long-Lasting Wealth

For some millennial investors, managing finances can be stressful, but with the correct strategy you can still grow wealth for the long term.

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Strategies to Maximize Your IRA Contributions

Retirement planning isn’t as straightforward as it may seem. There are several different ways to grow your savings and maximize your investments but navigating all the intricate details of multiple accounts can get overwhelming. That’s why working with an experienced financial advisor is recommended

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William Bevins Jr, CFP® CTFA

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Franklin, TN 37064

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