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selecting-fiduciary

Selecting a Fiduciary Financial Advisor: Unlocking Benefits for Your Retirement Planning

Explore the process of selecting a fiduciary financial advisor and highlight the benefits of working with one, focusing on the expertise of William Bevins, CFP, CTFA.

401k-Contribution

What is the 401k Contribution Limit for 2025?

Navigating the landscape of retirement planning can often feel like charting a course through uncharted territory. With the right knowledge and tools, however, even the most complex of financial concepts can become navigable.

wealth-manager-guide

Selecting a Wealth Manager: A Comprehensive Guide for Retirement Planning

Selecting a fiduciary wealth manager is key for tailored retirement planning, ensuring personalized advice, risk management, and adherence to clients’ best interests.

Compound-Interest

What is Compound Interest?

Compound interest is an important part of wealth management and saving for retirement.

life-events

Six Life Events that Require a Financial Planner

Sooner or later in life everyone is faced with making a big decision. I have identified six events in life that are easier to navigate with the help of a financial planner. An experienced planner is trained to help simplify financial matters and offer advice to help clients work through life changes.

what-is-an-IRA

What is an IRA?

It's widely believed that despite the S&P 500 returning 9.5% in the past 20 years, the average investor has only achieved a 3.6% return. Why is that?

roth-ira-retirement-planning

Roth IRA In Retirement Planning

Roth IRAs are a great tool to help fund your retirement. Like many other tools, a ROTH IRA has attractive features and limitations.

millennials-investing-restirement-2

How Should Millennials Invest for Retirement?

Guide for millennials on retirement investing: dynamic strategies, fiduciary advice, long-term wealth creation, and adapting to financial trends for a secure future.

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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