Blog

Strategies-maximize-your-ira-contributions

Strategies to Maximize Your IRA Contributions

Retirement planning isn’t as straightforward as it may seem. There are several different ways to grow your savings and maximize your investments but navigating all the intricate details of multiple accounts can get overwhelming. That’s why working with an experienced financial advisor is recommended

effective-wealth-management-strategies

Strategies and Techniques for Effective Wealth Management

Investigate the advantages of employing a certified financial planner and fiduciary advisor to assist you in reaching your retirement goals.

roth-ira

Advantages of Roth IRA Conversions in 2024

For anyone with a traditional IRA, the option of converting to a Roth IRA is something to consider. Each individual and their circumstances ultimately determine if a conversion is right for them; but some years offer more reasons to convert than others. 2020 is shaping up to be one of those years.

divorce

What to Know About the Financial Side of Divorce 2024

Going through a divorce is a difficult process. The emotional, mental, and physical aspects take a toll on both parties and the family unit. On top of that, the financial side of divorce can be complicated and create additional stress and anxiety for everyone. Throughout the duration of the divorce, you and your spouse will need to make decisions that will impact your finances, both now and in the future.

volatility

6 Steps to Protecting Wealth During Volatile Markets

In these trying times, you must observe key long-term investment fundamentals for a successful financial future.

gearing-up-for-inflation

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.

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.

401k-changing-jobs

Changing Jobs: Take your 401k with you.

If you have participated in an employer’s 401k, you may not know what to do with your existing account - a fiduciary can help. 

municipal-bonds

Municipal Bonds: Investing Opportunity After Recent Weakness

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

environment-social-governance-investing

What is ESG Investing?

There are several different options to build your portfolio through investment accounts. The most common options include a combination of stocks, bonds, and mutual funds. However, many of these investments are made based on risk tolerance and level of return, without any thought as to what you’re investing in.

Get In Touch

William Bevins Jr, CFP® CTFA

436 Main Street

Franklin, TN 37064

LET'S CONNECT

Copyright © 2021 William Bevins. All rights reserved.