5 Things Women Should Know About Taxes After a Divorce

Divorce profoundly changes the lives of everyone involved. Husbands, wives, and children find themselves unsure of how to handle all the intricate details during litigation and after legalities have waned away. Regardless of how long you’ve been married, being prepared for the transition is important.


Long-Term Investing Goals Require Long-Term Planning

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?


Managing 401(k) accounts held with previous employers

One of the most important decisions we face during our working years is choosing how to manage our retirement funds when we change employers.


Types of Retirement Accounts to Build Wealth

Planning for retirement becomes effortless when you have the right knowledge and set specific savings objectives.


Strategies and Techniques for Effective Wealth Management

Investigate the advantages of employing a certified financial planner and fiduciary advisor to assist you in reaching your retirement goals.


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.


How to Write a Comprehensive Financial Plan

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


Retirement Planning For Women

When it comes to retirement planning, women have some unique considerations.


What to Know About the Financial Side of Divorce 2023

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.


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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William Bevins Jr, CFP® CTFA

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Franklin, TN 37064


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