What is a backdoor ROTH IRA?

Understand the concept of a backdoor ROTH IRA and how it can amplify your retirement savings with strategic financial planning.


What Is a Good Credit Score?

One of the fundamental aspects of financial health is your credit score.


Selecting a Fiduciary Financial Advisor: Unlocking Benefits for Your Retirement Planning

Explore the process of selecting a fiduciary financial advisor and highlight the benefits of working with one, focusing on the expertise of William Bevins, CFP, CTFA.


What is a ROTH IRA?

Learn the advantages of a ROTH IRA and how this tax-advantaged retirement account can play a crucial role in securing your financial future.

401k rollover options

401(k) Rollover Options: How to Roll Over Your 401(k) to an IRA

When first considering your investment options, many people decide to utilize a 401(k) for their retirement plans. This is often due to an appealing employer's plan for company matching. Unfortunately, if you leave the company where your 401(k) resides for any reason other than retirement, you'll need to take action regarding 401(k) rollover.


What is Passive Investing?

This is the beauty of passive investing, a strategy employed by the patient, the prudent, and those with a profound appreciation for the subtleties of the market's ebb and flow. 


What is a SEP IRA?

SEP IRA is a valuable tool for retirement planning and wealth creation over ones lifetime.


The Comprehensive Guide to Financial Planning: Steps, Strategies, and Expert Insights

Demystify financial planning with our guide. Learn steps to set goals, manage finances, and work with experts for a secure future. Start today to achieve your goals!


How to start investing

Investing can be intimidating and also seem complex. Knowing where to start for many is the hardest part. No one wants to make mistakes with the assets they will rely upon for retirement


How Much Money Do I Need to Retire?

From understanding what a fiduciary advisor is to knowing the advantages of a Roth IRA or a 401k, every step is crucial on the path to a comfortable retirement.

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William Bevins Jr, CFP® CTFA

436 Main Street

Franklin, TN 37064


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