Should I Consolidate Debt?

Debt consolidation is a term that often surfaces in conversations about financial planning and wealth management.


Is a 401(k) an IRA?

When it comes to saving for retirement, the terms 401(k) and IRA are frequently mentioned. But what exactly are they, and how do they differ?


How Do Interest Rates Work?

Interest rates are the heartbeat of the financial world, influencing everything from your savings account to the global economy. But what exactly are they, and how do they work?


What is a backdoor ROTH IRA?

Understand the concept of a backdoor ROTH IRA and how it can amplify your retirement savings with strategic financial planning.


How do Health Savings Accounts Work?

Unravel the workings of Health Savings Accounts (HSAs) and maximize your healthcare savings. Learn the essentials today.


How Do Reverse Mortgages Work?

Gain comprehensive insights into the mechanisms of reverse mortgages and their significance in securing your retirement finances.


What is a ROTH IRA?

Learn the advantages of a ROTH IRA and how this tax-advantaged retirement account can play a crucial role in securing your financial future.


How Do I Withdraw from a 401(K)?

Ever gazed at a road map, perplexed by the intricate network of paths that spread before you, each promising to take you to your destination, but only one holding the key to the most efficient route?


What is Passive Investing?

This is the beauty of passive investing, a strategy employed by the patient, the prudent, and those with a profound appreciation for the subtleties of the market's ebb and flow. 


What is Compound Interest?

Compound interest is an important part of wealth management and saving for retirement.

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William Bevins Jr, CFP® CTFA

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Franklin, TN 37064


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