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401k-changing-jobs

Changing Jobs: Take your 401k with you.

If you have participated in an employer’s 401k, you may not know what to do with your existing account - a fiduciary can help. 

do-student-loans-influence-your-credit-rating

Do Student Loans Influence Your Credit Rating?

Let's delve into the intersection between your student debt and credit score, unraveling the connection that may not be as detrimental as one might imagine.

Roth IRA 401K

How to Rollover a 401k?

When first considering your investment options, many people decide to utilize a 401(k) for their retirement plans. This is often due to an appealing employer's plan for company matching. Unfortunately, if you leave the company where your 401(k) resides for any reason other than retirement, you'll need to take action regarding 401(k) rollover.

roth-ira-vs-traditional-401k

Can You Have a Roth IRA and a 401(k)?

Many people have a 401(k) plan with their employer at work, but not everyone has a Roth IRA. While they are two different types of investments with unique eligibility requirements, financial guidelines, and tax rules, they aren’t mutually exclusive.

gearing-up-for-inflation

Gearing Up for Inflation… Helpful ideas to protect your portfolio.

It's been many years since the US economy has experienced meaningful inflationary pressure.
Considering the record amounts of stimulus and deficit spending that is taking place in 2020,
now may be the right time to “inflation-proof” your investments.

retirement-planning-comprehensive-guide

Retirement Planning for Millennials

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.

budgeting-tips-college-tuition

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.

women-retirement-planning

Retirement Planning For Women

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

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?

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William Bevins Jr, CFP® CTFA

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Franklin, TN 37064

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