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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. Of course, the downside of being the boss is the inherent responsibility to oversee every aspect of your operation seven days a week.

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.

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.

Strategies-maximize-your-ira-contributions

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

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.

unbiased-review-min

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.

debt-freedom

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.

irs-audit

How to Protect Yourself Against IRS Audits

Spending time working on your taxes can be a scrutinizing task, especially if you’re a business owner or sole proprietor. Regardless of how meticulously you file, there’s always a chance that you’ll be audited by the Internal Revenue Service. In fact, roughly 1 in every 220 individuals were audited in 2020.

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.

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.

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William Bevins Jr, CFP® CTFA

436 Main Street

Franklin, TN 37064

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