At Bill Few Associates, we believe that financial planning is more than just numbers—it’s about helping you live the life you envision. Whether you’re just starting out or approaching retirement, our team of experienced Pittsburgh financial advisors is here to guide you through every step of your financial journey. What Is Comprehensive Financial Planning?Comprehensive financial […]
Long-Term Financial Focus During a Presidential Transition
Financial PlanningEvery four years, a presidential transition brings heightened emotions, uncertainty, and a flood of media coverage speculating about the financial markets. Investors may feel tempted to react impulsively to political shifts, but history has shown that maintaining a long-term perspective is the best approach for financial stability. At Bill Few Associates, we help our clients […]
Why the CFA® Designation Matters
Financial PlanningIn the world of financial advising, credentials matter. They signal a level of expertise, dedication, and trustworthiness that clients can rely on when making critical decisions about their financial futures. One of the most respected designations in the industry is the Chartered Financial Analyst® (CFA®) designation, a gold standard for investment professionals. At Bill Few […]
The Value of CFP® Certification & Our Commitment to Excellence
Financial PlanningIn the financial planning world, CFP® professionals meet strict educational and ethical standards, and are dedicated to serving their clients’ best interests. At Bill Few Associates, we are incredibly proud of our team members who have earned or are working toward obtaining their CERTIFIED FINANCIAL PLANNER® certifications, as it highlights their dedication to delivering exceptional […]
Retirement Planning in a Changing World
Financial Planning, Retirement PlanningPlanning 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 […]
