What is a SEP IRA?

SEP IRA is a valuable tool for retirement planning and wealth creation over ones lifetime.


What is a health savings account?

Health savings accounts can be an effective tool for building wealth and providing security for later in life. For many however, health savings accounts can be complex and difficult to understand.


What Is a Good Credit Score?

One of the fundamental aspects of financial health is your credit score.


How Much Money Do I Need to Retire?

From understanding what a fiduciary advisor is to knowing the advantages of a Roth IRA or a 401k, every step is crucial on the path to a comfortable retirement.

401k rollover options

401(k) Rollover Options: How to Roll Over Your 401(k) to an IRA

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.


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.


Investment Planning During Uncertain Economic Times

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


How to start investing

Investing can be intimidating and also seem complex. Knowing where to start for many is the hardest part. No one wants to make mistakes with the assets they will rely upon for retirement


401(k) Rollover Options When Changing Jobs

It’s important to not lose sight of your 401(k) rollover options and your eligibility to move these retirement funds to a rollover IRA.

estate planning

Eight Things You Never Knew About Estate Planning

Estate planning is an action that’s not always at the top of someone’s to-do list. While it might not seem like an urgent act, you never know what could happen and it’s always better to be over prepared than under prepared. If you have any preferences for how your assets will be handled if you were to pass away or become incapacitated, estate planning is essential.

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William Bevins Jr, CFP® CTFA

436 Main Street

Franklin, TN 37064


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