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How Can a Fiduciary Advisor Help with Retirement Planning

How Can a Fiduciary Advisor Help with Retirement Planning?

Being self-employed brings freedom to build your own business or career path. For many, working for others just isn't an option. Of course, the downside of being the boss is the inherent responsibility to oversee every aspect of your operation seven days a week.

investment

Investment Factors that Don’t Drive Long-term Returns

Investing can be intimidating and also seem complex. Knowing where to start for many is the hardest part. No one wants to make mistakes with the assets they will rely upon for retirement

Roth IRA 401K

Can You Have a Roth IRA + 401k? How to Maximize Your Retirement Savings

It’s important to not lose sight of your 401(k) rollover options and your eligibility to move these retirement funds to a rollover IRA.

Break free from bad money habits and take control of your finances with practical tips to save, invest, and build financial stability.

Bad Money Habits: How to Break Free and Take Control of Your Finances

You may have heard that a fiduciary financial planner is required to act in your best interest. But what
does that actually mean for you?

401K

What is a 401k?

There are various options available to save for retirement, which can assist in achieving your goals. A familiar option for many people is a 401(k) plan provided by their employer.

Interest-Rates-Work

How Do Interest Rates Work?

Interest rates are the heartbeat of the financial world, influencing everything from your savings account to the global economy. But what exactly are they, and how do they work?

fiduciary planner

How to Plan Your Finances with a Fiduciary Advisor

You may have heard that a fiduciary financial planner is required to act in your best interest. But what
does that actually mean for you?

Investing FOMO

How to Beat Investing FOMO – Smart Strategies for Confident Investing

Investing can be intimidating and also seem complex. Knowing where to start for many is the hardest part. No one wants to make mistakes with the assets they will rely upon for retirement

what-is-roth-ira

What is a ROTH IRA?

Learn the advantages of a ROTH IRA and how this tax-advantaged retirement account can play a crucial role in securing your financial future.

passive-income

What is Passive Investing?

This is the beauty of passive investing, a strategy employed by the patient, the prudent, and those with a profound appreciation for the subtleties of the market's ebb and flow. 

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William Bevins Jr, CFP® CTFA

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Franklin, TN 37064

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