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Strategies to Maximize Your IRA Contributions

Retirement planning isn’t as straightforward as it may seem. There are several different ways to grow your savings and maximize your investments but navigating all the intricate details of multiple accounts can get overwhelming. That’s why working with an experienced financial advisor is recommended

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Mastering the Art of Debt Free Living

Falling into debt is easy to do, but overcoming it isn’t quite as simple. Unfortunately, in today’s world, consumerism and high inflation costs have created a society where being in debt is more common than living without it. While people assume that living debt free is reserved for the wealthy, it doesn’t have to be.

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Top 7 Budgeting Tips to Fund Your Children’s College Tuition

College is expensive and getting stuck with student loan debt can lead to lifelong payments that far exceed the actual cost of college. If you have children or are planning to have children and want to provide them with the best opportunity possible, saving for college should start early.

retirement planning

How to Predict Future Investment Returns to Plan Your Retirement

If you’re planning to retire within the next 10 years, it’s important that you fully understand what your financial future is going to look like. Establishing a comfortable retirement takes time and is challenging for many people, but there are things you can do to solidify your finances and better prepare for the life you envision.

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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.

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Types of Retirement Accounts to Build Wealth

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

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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?

CFP

What is a CFP?

William Bevins CFP® and fiduciary advisor Franklin TN. William offers fee-only financial planning and wealth management help to individuals and small businesses.

Fiduciary-Advisor

What Is A Fiduciary Advisor?

Choosing a fiduciary advisor to help navigate a retirement plan has its advantages. An independent fiduciary can offer unbiased advice and recommendations tailored to the needs of each client.

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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.

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William Bevins Jr, CFP® CTFA

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Franklin, TN 37064

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