Blog

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.

Bevins-min

Professional Spotlight: William Bevins, CTFA at Cypress Capital (Franklin, TN)

One of the best aspects of being a wealth manager is helping people achieve their financial goals. For many people, talking about money or finance is generally a turnoff. I get that. Some elements are confusing. It’s not like accounting or investment courses were a requirement while we were in school. I know that a conversation about how money, investments, or retirement plans work can put some to sleep.

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.

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.

storm-clouds

Investment Planning During Uncertain Economic Times

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

managing-retirement-accounts

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.

Get In Touch

William Bevins Jr, CFP® CTFA

436 Main Street

Franklin, TN 37064

LET'S CONNECT

Copyright © 2021 William Bevins. All rights reserved.