Blog

fiduciary-financial-planner

What Is a Fiduciary Financial Planner and How They Are Different?

You may have heard that a fiduciary financial planner is required to act in your best interest. But what
does that actually mean for you?

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.

long run investment

How to Create an Investment Portfolio for the Long Run

Investing in different assets is one of the best ways to improve your long-term financial stability. It allows you to build equity over time and diversify your investment portfolio for the best return. However, when it comes to building a portfolio, many people aren’t sure where to start or how to view individual assets under one cohesive system.

rebalance investment portfolio

How to Rebalance Your Investment Portfolio

The initial asset allocation of your investment portfolio is crucial for long-term financial success. However, investments are not something that can be left unmaintained for years. Occasionally, the market will change, or your risk level will fluctuate. To make sure your target asset allocation stays consistent, you need to rebalance your investment portfolio.

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.

financial-advisor

Financial advisor vs financial planner: What’s the difference?

All licensed professionals are in fact advisors, but not all advisors are indeed financial planners.

raising-financially-responsible-children

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.

financial-planning-rules-millennials

Financial Planning Rules For Millennials

Millennials are quite possibly the most underserved group within the US when it comes to financial planning and investing for future events.

retirement-planning-comprehensive-guide

Retirement Planning for Millennials

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.

do-student-loans-influence-your-credit-rating

Do Student Loans Influence Your Credit Rating?

Let's delve into the intersection between your student debt and credit score, unraveling the connection that may not be as detrimental as one might imagine.

Get In Touch

William Bevins Jr, CFP® CTFA

436 Main Street

Franklin, TN 37064

LET'S CONNECT

Copyright © 2021 William Bevins. All rights reserved.