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understanding-social-security

Understanding Social Security: A Comprehensive Guide for Future Retirees

Explore Social Security: its history, eligibility, contributions, benefits, and role in retirement planning for financial security.

Compound-Interest

What is Compound Interest?

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

1099-R

What is a 1099-R?

Navigating the path to a comfortable retirement is much like steering through the bustling streets of a foreign city; you need clarity and guidance to reach your destination successfully.

401k-Contribution

What is the 401k Contribution Limit for 2024?

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.

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-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?

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.

certified-financial-planner

What Is a Certified Financial Planner (CFP)?

There are many different roles within the financial industry. Individuals looking for specific advice or guidance need someone who has the knowledge and experience within those areas of service. Since many of these specialties and professions overlap, the financial industry can get a little confusing.

retirement

Are You Prepared for Retirement? Planning at Age 50

If the thoughts of retirement have entered your mind, chances are it’s time to begin planning. Anyone within 10 years of retirement should have a comprehensive financial plan. Waiting until the last minute usually ends in surprise and disappointment.

storm-clouds

Investment Planning During Uncertain Economic Times

If you invest long enough, at some point in time, the world gets turned upside down.

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William Bevins Jr, CFP® CTFA

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Franklin, TN 37064

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