Category: Financial Planning

As a young adult, handling retirement and estate planning may not be at the top of your mind. However, while you may be young and healthy, there are no guarantees in this life — and you never know when you’ll either decide to retire or get forced into it. Also, planning for your future can […]

If you want to stay on track financially, you’ll have to be diligent about every financial decision you make. Whether big or small, these decisions have the potential to impact your financial status. Here are some tips on how to develop healthy financial habits that can help you achieve your financial goals, presented below by […]

Financial Planning Rules For Millennials William Bevins is a Certified Financial Planner in the metro Nashville, TN area offering retirement planning and investment advice. He serves clients as a fiduciary financial advisor putting their interests first when offering investment and financial planning for millennials.  Millennials are quite possibly the most underserved group within the US when it comes […]

With the economy expected to slow down and economists sounding the alarm, it’s critical to plan ahead for a downturn. Building an emergency fund and budget is key to preparing yourself in the event of a recession. Insider talked to five personal finance experts to get the scoop on what to do to prepare for […]

As the economy shifts, opportunities for generating money sprout in place of others that fade away. Money Management Solutions notes that history demonstrates the foundation for great fortunes can be laid during a financial downturn. If your earnings have dipped because of a job loss or underemployment, try these suggestions from FinancialAdvisors.com to replace and […]

Retirement is a goal we all have, but it’s also one that can be difficult to achieve. Many of us are not ready to retire, and others may not want to retire at all. The good news is that you can still enjoy your golden years by planning ahead and taking steps toward financial stability—even […]

Pay Yourself First! Pay yourself first. When it comes to developing a regular plan for savings, remember those three words. Retirement can be a scary proposition. Unfortunately, most people simply are not saving enough for retirement. As a result, they enter retirement unprepared. Pay Yourself First If you are not familiar with the term, “pay […]

Financial Planning for Female-Led Households Q&A Apprise recently published a free e-book to help female-led households prepare for their financial future. It is designed to help women better understand how to optimize their investments, retirement accounts, and Social Security benefits. It also addresses other important financial planning topics for women. You can download a copy […]

11 Things to Consider if You Have an Inherited IRA Note: This is an updated version of this blog: 10 Things to Consider if You Have Inherited an IRA. Some additional information is also provided including a discussion related to the potential impact of proposed regulations the IRS issued in February. The COVID-19 pandemic has […]