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Retirement Planning For Women

When it comes to retirement planning, women have some unique considerations.

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How Do Payday Loans work?

Payday loans often emerge as a seemingly viable solution for those in urgent need of cash before their next paycheck.

SEP-IRA

What is a SEP IRA?

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

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Planning for the Future Together: Retirement Savings Tips for Couples

Planning for retirement as a couple requires teamwork and shared goals. Learn 10 actionable tips to build a secure financial future together.

401k-rollover

401(k) Rollover Options When Changing Jobs

It’s important to not lose sight of your 401(k) rollover options and your eligibility to move these retirement funds to a rollover IRA.

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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

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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.

retirement planning

How to Predict Future Investment Returns to Plan Your Retirement

If you’re planning to retire within the next 10 years, it’s important that you fully understand what your financial future is going to look like. Establishing a comfortable retirement takes time and is challenging for many people, but there are things you can do to solidify your finances and better prepare for the life you envision.

401k-rollover

401(k) Rollover Options When Changing Jobs

It’s important to not lose sight of your 401(k) rollover options and your eligibility to move these retirement funds to a rollover IRA.

How-Do-Student-Loans-Work

How Do Student Loans Work?

Navigating the world of student loans can be a complex journey. With the right knowledge, however, it becomes a manageable path that leads to educational success and financial stability.

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William Bevins Jr, CFP® CTFA

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Franklin, TN 37064

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