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401K

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.

Home-Loan

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

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.

How-Do-Payday-Loans-work

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.

fiduciary-financial-planner

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?

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?

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.

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.

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.

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.

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William Bevins Jr, CFP® CTFA

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Franklin, TN 37064

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