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

How Much Money Do I Need to Retire?

From understanding what a fiduciary advisor is to knowing the advantages of a Roth IRA or a 401k, every step is crucial on the path to a comfortable retirement.

401k-rollover

401(k) Rollover Options When Changing Jobs

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.

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Second-Guessing Your Financial Situation? Get an Unbiased Financial Planning Review

Most people worry about their financial standing. I get it. Money is on everyone’s minds, especially during these uncertain economic times.

long run investment

How to Create an Investment Portfolio for the Long Run

Investing in different assets is one of the best ways to improve your long-term financial stability. It allows you to build equity over time and diversify your investment portfolio for the best return. However, when it comes to building a portfolio, many people aren’t sure where to start or how to view individual assets under one cohesive system.

Asset-Management-vs.-Wealth-Management

Understanding the Distinction: Asset Management vs. Wealth Management

Two prominent terms often arise when managing substantial financial resources: asset management and wealth management. Despite their frequent overlap in the finance industry, each serves distinctive functions catered to different client needs. 

Here, we delve into the nuances that distinguish asset management from wealth management, emphasizing their core objectives and methodologies.

rebalance investment portfolio

How to Rebalance Your Investment Portfolio

The initial asset allocation of your investment portfolio is crucial for long-term financial success. However, investments are not something that can be left unmaintained for years. Occasionally, the market will change, or your risk level will fluctuate. To make sure your target asset allocation stays consistent, you need to rebalance your investment portfolio.

self-employed

Self-Employed? Tax Efficient Ways To Begin Saving For Retirement.

Being self-employed brings freedom to build your own business or career path. For many, working for others just isn't an option.

financial-advisor

Financial advisor vs financial planner: What’s the difference?

All licensed professionals are in fact advisors, but not all advisors are indeed financial planners.

raising-financially-responsible-children

How to Raise Financially Responsible Children

Becoming a parent is a lot of responsibility. It requires heightened levels of patience, reservation, and commitment. Children are impressionable and what they learn in early years develops behaviors and traits that will carry on into adulthood.

401k-changing-jobs

Changing Jobs: Take your 401k with you.

If you have participated in an employer’s 401k, you may not know what to do with your existing account - a fiduciary can help. 

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William Bevins Jr, CFP® CTFA

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