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.
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?
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.
Should I Consolidate Debt?
Debt consolidation is a term that often surfaces in conversations about financial planning and wealth management.
How Do Reverse Mortgages Work?
Gain comprehensive insights into the mechanisms of reverse mortgages and their significance in securing your retirement finances.
What is a health savings account?
Health savings accounts can be an effective tool for building wealth and providing security for later in life. For many however, health savings accounts can be complex and difficult to understand.
What is a CFP?
William Bevins CFP® and fiduciary advisor Franklin TN. William offers fee-only financial planning and wealth management help to individuals and small businesses.
What Is A Fiduciary Advisor?
Choosing a fiduciary advisor to help navigate a retirement plan has its advantages. An independent fiduciary can offer unbiased advice and recommendations tailored to the needs of each client.
Managing 401(k) accounts held with previous employers
One of the most important decisions we face during our working years is choosing how to manage our retirement funds when we change employers.
Understanding Inflation and Its Impact on Pre-Retirees: Protecting Your Future
Inflation lowers money's value, risking retirement savings. A fiduciary can help safeguard purchasing power and ensure financial security.