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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.

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Retirement Planning For Women

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

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How Do Payday Loans work?

Payday loans often emerge as a seemingly viable solution for those in urgent need of cash before their next paycheck.

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What Is a Fiduciary Financial Planner and How They Are Different?

You may have heard that a fiduciary financial planner is required to act in your best interest. But what
does that actually mean for you?

SEP-IRA

What is a SEP IRA?

SEP IRA is a valuable tool for retirement planning and wealth creation over ones lifetime.

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Planning for the Future Together: Retirement Savings Tips for Couples

Planning for retirement as a couple requires teamwork and shared goals. Learn 10 actionable tips to build a secure financial future together.

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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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How to start investing

Investing can be intimidating and also seem complex. Knowing where to start for many is the hardest part. No one wants to make mistakes with the assets they will rely upon for retirement

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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.

roth-ira

Advantages of Roth IRA Conversions in 2024

For anyone with a traditional IRA, the option of converting to a Roth IRA is something to consider. Each individual and their circumstances ultimately determine if a conversion is right for them; but some years offer more reasons to convert than others. 2020 is shaping up to be one of those years.

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William Bevins Jr, CFP® CTFA

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Franklin, TN 37064

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