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How to Raise Financially Responsible Children

Becoming a parent is a lot of responsibility. It requires heightened levels of patience, reservation, and commitment. Children are impressionable and what they learn in early years develops behaviors and traits that will carry on into adulthood.

debt-freedom

Mastering the Art of Debt Free Living

Falling into debt is easy to do, but overcoming it isn’t quite as simple. Unfortunately, in today’s world, consumerism and high inflation costs have created a society where being in debt is more common than living without it. While people assume that living debt free is reserved for the wealthy, it doesn’t have to be.

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How to Protect Yourself Against IRS Audits

Spending time working on your taxes can be a scrutinizing task, especially if you’re a business owner or sole proprietor. Regardless of how meticulously you file, there’s always a chance that you’ll be audited by the Internal Revenue Service. In fact, roughly 1 in every 220 individuals were audited in 2020.

Cypress Dividend Report 2022

Select Dividend receives Morningstar's 5-Star Rating 2022.

Select Dividend Portfolio: 5 Star Rating From Morningstar

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Municipal Bonds: Investing Opportunity After Recent Weakness

Income from municipal bonds award investors with tax advantages. Investors receive steady income exempt from federal taxation.

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Check out the recent Redfin article we were featured in:

A pied à terre is a luxury apartment or condo in a big city that someone uses as their second home. People generally invest in pieds à terre for convenience, proximity to work, to visit a particular city, or as a home away from home. Read on to learn about where you can find pieds à terre and how you can choose one that makes the most sense for you.

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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.

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William Bevins Jr, CFP® CTFA

436 Main Street

Franklin, TN 37064

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