Planning for retirement is one of life’s most significant financial goals. However, in a rapidly changing world, the strategies that worked in the past may no longer be sufficient. A successful retirement plan must be dynamic, evolving with the times to ensure you achieve a comfortable and secure future. At Bill Few Associates, we recognize […]
5 Essential Tips for Managing Beneficiaries
Estate Planning, Financial PlanningEstate planning is not merely about the distribution of assets; it’s about ensuring that your legacy is preserved according to your wishes. One crucial aspect of estate planning often overlooked is managing beneficiaries. Whether it’s a retirement account, life insurance policy, or investment portfolio, properly designating beneficiaries is essential. However, the importance of this task […]
Financial Awareness Day: Quick Tips From Our Advisors
Financial PlanningOn 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 […]
Count On It
Financial PlanningAS SEEN IN: Read our article in Bloomberg Businessweek, Fortune, and Entrepreneur! Find out about our journey and how we have structured to provide clients with seamless and quality long-term financial planning. Read More There comes a time when a person considers the age of their primary care physician, dentist, or therapist and wonders what […]
Mastering the Financial Landscape of Homeownership
Financial PlanningIt’s Homeownership Month which is a great time to reflect on the importance of owning a home as it provides stability, security, and a sense of belonging. It allows individuals and families to establish roots, build wealth, and create a place they can truly call their own. In addition, homeownership has substantial financial implications, serving […]
Ways to Become More Confident with Your Finances
Financial PlanningFinancial Focus for Women: An article series created by Bill Few Associates to help women achieve financial independence. Did you know that women were commonly discriminated against when applying for financial products like loans before the Equal Credit Opportunity Act in 1974? After this Act was passed, women were able to apply for financial products […]
5 Tips for Clean Up Your I.R.S. Act Month
Financial PlanningOur tax system in the U.S. is set up on both a federal and state level; federal income taxes are processed through the Internal Revenue Service and each state has its own taxing authority. The month of April, which is coming up quickly, is a significant month for the U.S. tax system, which includes the […]
4 Tips to Manage Debt
Financial Planning“A big part of financial freedom is having your heart and mind free from worry about the what-ifs of life.” – Suze Orman One goal many have after the New Year is to focus on financial wellness, which makes sense after the hustle and bustle of the holidays and the many expenses incurred. It’s important […]
5 Tips for a Stronger Financial Strategy in 2023
Financial PlanningIt’s hard to believe that 2023 is right around the corner. We hope you are approaching the end of the year with gratitude for what 2022 has brought, even though there may have been some bumps in the road, and excited for what is to come in the new year. As you reflect on the […]
Becoming an Employee-Owned Firm
In the NewsLooking around the conference table in 2021, the five owners of Bill Few Associates—all of them in or nearing their sixties—realized they needed a succession plan. The market to sell a business like theirs was hot and they saw many Pittsburgh-based financial planning firms choose to go that route over the last 10 years. But […]
