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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.

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.

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.

irs-audit

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.

Bevins-min

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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