Financial Awareness Day: Quick Tips From Our Advisors


On this National Financial Awareness Day, we embrace the opportunity to spread awareness about the importance of financial literacy and planning. In today’s ever-changing economic landscape, being financially prepared is more critical than ever. Understanding your financial situation, setting clear objectives, and developing a well-structured financial plan are essential components of financial security.

Our team of expert financial advisors understands the significance of building a secure financial future, and they are celebrating this Financial Awareness Day by providing you with a few quick tips and words of wisdom:

“You can only spend a dollar once, after that it will work for someone else.”
Kenneth J. Como, Executive Vice President

“If an investment sounds too good to be true, don’t do it.”
ReShelle L. Barrett, CFP®, Senior Vice President

“Get in the market. Stay in the market.”
Dan Zippel, Senior Vice President

“Build up your emergency fund and keep it in a high-yield savings account.”
Emily Marzina, CFP®, Vice President

Every individual’s financial situation is unique, and at Bill Few Associates, our financial advisors work closely with their clients to understand their specific needs and tailor personalized financial strategies. We believe in empowering our clients with knowledge, assisting them in making informed decisions, and guiding them towards long-term financial success.

READ MORE: Learn about these 4 tips to manage debt.

As we observe National Financial Awareness Day, let’s make a commitment to enhance our financial literacy and take charge of our future. Remember, being financially aware is a lifelong journey. Let us embark on this path together, building a stronger, more secure financial future for ourselves and our loved ones.

If you have questions about the information above, or if we can help with your financial planning in any way, call us today at 412-630-6000. Our experienced financial advisors are ready to help. 

(412) 630-6000
(800) 245-5939
(412) 630-6001 fax

CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, and CFP® (with plaque design) in the U.S.

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