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How Can a Fiduciary Advisor Help with Retirement Planning

How Can a Fiduciary Advisor Help with Retirement Planning?

Being self-employed brings freedom to build your own business or career path. For many, working for others just isn't an option. Of course, the downside of being the boss is the inherent responsibility to oversee every aspect of your operation seven days a week.

investment

Investment Factors that Don’t Drive Long-term Returns

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

Roth IRA 401K

Can You Have a Roth IRA + 401k? How to Maximize Your Retirement Savings

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.

Interest-Rates-Work

How Do Interest Rates Work?

Interest rates are the heartbeat of the financial world, influencing everything from your savings account to the global economy. But what exactly are they, and how do they work?

Investing FOMO

How to Beat Investing FOMO – Smart Strategies for Confident 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

high net worth

22 Smart Retirement Questions for High-Net-Worth Individuals

It's widely believed that despite the S&P 500 returning 9.5% in the past 20 years, the average investor has only achieved a 3.6% return. Why is that?

401K

401(k) Options When Changing Jobs: What You Should Know

It's widely believed that despite the S&P 500 returning 9.5% in the past 20 years, the average investor has only achieved a 3.6% return. Why is that?

roth ira in 2025

Advantages of a Roth IRA in 2025 – Secure Your Future with Smart Retirement Planning

It's widely believed that despite the S&P 500 returning 9.5% in the past 20 years, the average investor has only achieved a 3.6% return. Why is that?

Corporate 401(k) Plans

c

One of the most important decisions we face during our working years is choosing how to manage our retirement funds when we change employers.

Home-Loan

Is a Mortgage the Same as a Home Loan?

When embarking on the journey of homeownership, many prospective buyers find themselves asking: "Is a mortgage the same as a home loan?"

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William Bevins Jr, CFP® CTFA

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Franklin, TN 37064

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