Eight Things You Never Knew About Estate Planning
https://williambevins.com/blog/ Estate planning is an action that’s not always at the top of someone’s to-do list. While it might not seem like an urgent act, you never know what c…
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Retirement Specialist or Financial Advisor?
https://thriveretire.com/knowledge-center/retirement-specialist-or-financial-advisor Retirement planning is still a relatively new discipline within the wealth management industry.…
Read more → Mastering the Art of Debt Free Living
https://williambevins.com/blog/ Falling into debt is easy to do, but overcoming it isn’t quite as simple. Unfortunately, in today’s world, consumerism and high inflation costs have…
Read more → Health Savings Accounts: A Triple-Tax-Free Retirement Benefit
Health Savings Accounts: A Triple-Tax-Free Retirement Benefit Note: This is an updated version of this blog: Health Savings Accounts: An Often-Overlooked Tax Benefit. The IRS limit…
Read more → How to Protect Yourself Against IRS Audits
https://williambevins.com/blog/ Spending time working on your taxes can be a scrutinizing task, especially if you’re a business owner or sole proprietor. Regardless of how meticulo…
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WHAT YOUR PROSPECTS REALLY WANT (AND HOW TO GIVE IT TO THEM)
https://www.curiohaus.com/blog/streets-smarts-mba-live-what-prospects-want [Click the blog link above to watch the full video in less than 5 minutes!] #1 – CLIENTS MAY HAVE LONG PA…
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Bonds 101: What they are and why they are important
https://thriveretire.com/knowledge-center/bonds-101-what-they-are-and-why-they-are-important There are fundamentally two types of security investments: debt and equity. A debt secu…
Read more → 5 Tips: Helping Your Aging Parents Manage Their Finances
5 Tips: Helping Your Aging Parents Manage Their Finances Please click here for a video overview of this week’s blog. ‍ As a society, we often find it hard to discuss financial …
Read more → How to raise financially responsible children.
https://williambevins.com/blog/ Becoming a parent is a lot of responsibility. It requires heightened levels of patience, reservation, and commitment. Children are impressionable an…
Read more → Caring for Aging Parents: A Checklist
Caring for Aging Parents: A Checklist Please click here for a video overview of this week’s blog. If you have aging parents, you may need to take care of them – or help arrange for…
Read more → DON’T JUST DO SOMETHING; SIT THERE!
https://www.snowfinancialgroup.com/blog During this pandemic time, I'm reminded about how much fear there is in the world. Fear of missing out (FOMO), fear of losing money, fear of…
Read more → Active vs. Passive Impact Investing
https://www.investingthatmatters.info/post/active-vs-passive-impact-investing The Start Normally, when we speak about active and passive investing, we are comparing two highly deba…
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