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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.

Earn-Compound-Interest

How Can I Earn Compound Interest?

In the realm of personal finance, compound interest is often touted as the eighth wonder of the world. It’s the cornerstone of wealth management and the silent worker behind the curtain in the theater of retirement planning.

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How Should Millennials Invest for Retirement?

Guide for millennials on retirement investing: dynamic strategies, fiduciary advice, long-term wealth creation, and adapting to financial trends for a secure future.

1099-R

What is a 1099-R?

Navigating the path to a comfortable retirement is much like steering through the bustling streets of a foreign city; you need clarity and guidance to reach your destination successfully.

My-Debt

Should I Consolidate Debt?

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

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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?

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How do Health Savings Accounts Work?

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

what-is-a-reverse-mortgage

How Do Reverse Mortgages Work?

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

401k-withdrawal

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?

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William Bevins Jr, CFP® CTFA

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Franklin, TN 37064

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