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.


What to Know About the Financial Side of Divorce 2024

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.


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.


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.


Retirement Planning For Women

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


How to Write a Comprehensive Financial Plan

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


What is a 401k?

There are various options available to save for retirement, which can assist in achieving your goals. A familiar option for many people is a 401(k) plan provided by their employer.


Is a Mortgage the Same as a Home Loan?

When embarking on the journey of homeownership, many prospective buyers find themselves asking: "Is a mortgage the same as a home loan?"


How Do Student Loans Work?

Navigating the world of student loans can be a complex journey. With the right knowledge, however, it becomes a manageable path that leads to educational success and financial stability.

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William Bevins Jr, CFP® CTFA

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Franklin, TN 37064


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