Saving for College – 529 Plan Account

ReShelle Barrett, CFP® Despite rising costs of college and higher education, a degree or certification is more important than ever, but one way to combat those costs are by contributing to a tax-efficient 529 plan account. These plans are for anyone that wants to save for higher education including parents with children of any age […]

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Andrew Demosthenous joins Bill Few Associates

Andrew Demosthenous joins Bill Few Associates in 2017 as an equity analyst. In this capacity, Andrew is responsible for extensive quantitative research and analysis of individual equity investment opportunities. He closely monitors financial markets and equity opportunities, working side by side with the portfolio management team to craft custom portfolios for Bill Few Associates clients. […]

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Leaving a Legacy of Income

ReShelle Barrett, CFP® Are you over age 70 ½ and being forced to take income from your IRA? Wouldn’t it be nice if you could spread that income over future generations?   Fortunately, you can. Let’s start with determining when you need to start taking Required Minimum Distributions (RMDs). The IRS allows retirement accounts to grow […]

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How Hard is Your 401(k) Working?

ReShelle Barrett, CFP®  Are you one of those employees who enrolled in your company’s retirement plan and haven’t looked at the investments since? Or worse yet, haven’t even enrolled in the plan? At least once a year, many will be asked to make decisions regarding your 401(k) plan i.e. would you like to enroll in […]

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Bill Few Associates, Inc. Announces Alison Wertz as New Board Member

PITTSBURGH, Pa., (January 19, 2017) — Bill Few Associates, Inc. announces the election of Alison F. Wertz, CFP®, CLU®, to the company’s Board of Directors. Alison Wertz is a Senior Vice President and financial advisor at Bill Few Associates, Inc. With more than 20 years of experience, she offers comprehensive financial planning and investment advice […]

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