Advantages of Roth IRA Conversions in 2021

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.


Second-Guessing Your Financial Situation? Get an Unbiased Review

Most people worry about their financial standing. I get it. Money is on everyone’s minds, especially during these uncertain economic times.


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.


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.


Investment Planning During Uncertain Economic Times

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


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.

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William Bevins Jr, CFP® CTFA

436 Main Street

Franklin, TN 37064


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