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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.

roth-ira-vs-traditional-401k

Can You Have a Roth IRA and a 401(k)?

Many people have a 401(k) plan with their employer at work, but not everyone has a Roth IRA. While they are two different types of investments with unique eligibility requirements, financial guidelines, and tax rules, they aren’t mutually exclusive.

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.

women-retirement-planning

Retirement Planning For Women

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

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?"

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.

How-Do-Payday-Loans-work

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.

My-Debt

Should I Consolidate Debt?

Debt consolidation is a term that often surfaces in conversations about financial planning and wealth management.

what-is-a-reverse-mortgage

How Do Reverse Mortgages Work?

Gain comprehensive insights into the mechanisms of reverse mortgages and their significance in securing your retirement finances.

health-savings-account

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.

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William Bevins Jr, CFP® CTFA

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