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401k-withdrawal

How Do I Withdraw from a 401(K)?

As we traverse through life, many of us can't help but ponder, "How much money do I need to retire?"

passive-income

What is Passive Investing?

As we traverse through life, many of us can't help but ponder, "How much money do I need to retire?"

Compound-Interest

What is Compound Interest?

As we traverse through life, many of us can't help but ponder, "How much money do I need to retire?"

SEP-IRA

What is a SEP IRA?

As we traverse through life, many of us can't help but ponder, "How much money do I need to retire?"

health-savings-account

What is a health savings account?

As we traverse through life, many of us can't help but ponder, "How much money do I need to retire?"

Credit-Score

What Is a Good Credit Score?

As we traverse through life, many of us can't help but ponder, "How much money do I need to retire?"

how-much-money-do-i-need-to-retire

How Much Money Do I Need to Retire?

As we traverse through life, many of us can't help but ponder, "How much money do I need to retire?"

do-student-loans-influence-your-credit-rating

Do Student Loans Influence Your Credit Rating?

Let's delve into the intersection between your student debt and credit score, unraveling the connection that may not be as detrimental as one might imagine.

401k rollover options

401(k) Rollover Options: How to Roll Over Your 401(k) to an IRA

When first considering your investment options, many people decide to utilize a 401(k) for their retirement plans. This is often due to an appealing employer's plan for company matching. Unfortunately, if you leave the company where your 401(k) resides for any reason other than retirement, you'll need to take action regarding 401(k) rollover.

gearing-up-for-inflation

Gearing Up for Inflation… Helpful ideas to protect your portfolio.

It's been many years since the US economy has experienced meaningful inflationary pressure.
Considering the record amounts of stimulus and deficit spending that is taking place in 2020,
now may be the right time to “inflation-proof” your investments.

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William Bevins Jr, CFP® CTFA

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Franklin, TN 37064

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