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5 Things Women Should Know About Taxes After a Divorce

Divorce profoundly changes the lives of everyone involved. Husbands, wives, and children find themselves unsure of how to handle all the intricate details during litigation and after legalities have waned away. Regardless of how long you’ve been married, being prepared for the transition is important.

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Long-Term Investing Goals Require Long-Term Planning

It's widely believed that despite the S&P 500 returning 9.5% in the past 20 years, the average investor has only achieved a 3.6% return. Why is that?

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How to Write a Comprehensive Financial Plan

If you want to achieve your financial goals, creating a comprehensive plan for success is essential.

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What is a 401k?

There are various options available to save for retirement, which can assist in achieving your goals. A familiar option for many people is a 401(k) plan provided by their employer.

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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?

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What Is a Certified Financial Planner (CFP)?

There are many different roles within the financial industry. Individuals looking for specific advice or guidance need someone who has the knowledge and experience within those areas of service. Since many of these specialties and professions overlap, the financial industry can get a little confusing.

life-events

Six Life Events that Require a Financial Planner

Sooner or later in life everyone is faced with making a big decision. I have identified six events in life that are easier to navigate with the help of a financial planner. An experienced planner is trained to help simplify financial matters and offer advice to help clients work through life changes.

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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.

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Investment Planning During Uncertain Economic Times

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

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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.

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William Bevins Jr, CFP® CTFA

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