Financial 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 […]
Making the Right Financial Moves During Market Volatility
Financial PlanningMany would agree that there is still a great amount of uncertainty lately when it comes to finances. From inflation, market volatility, and global markets, it can be hard to imagine where it will all go from here. While it is important to stay calm and not make sudden moves over the changes in inflation […]
5 Financial Tips for Small Businesses
Financial PlanningIn case you haven’t heard, this week is National Small Business Week! With there being 32.5 million small businesses in the United States, it is obvious that these businesses play a significant role in our economy. According to the U.S. Small Business Association Office of Advocacy, “Small businesses have generated 12.9 million net new jobs […]
Celebrating 35 Years of Service
Financial PlanningThe month of March is usually a month of looking forward—it is a month when spring returns, new growth is about to flourish, and we look ahead to warmer months. In addition to that, this is a time that is particularly special to all of us at Bill Few Associates as we get to celebrate […]
Market Update – March 2022
Market UpdateAs most all of us are aware by now, financial markets have been off to a rocky start to 2022. After several very strong years for stocks, this recent pullback is not, statistically, unexpected or unusual. However, there does seem to be more than the usual number of concerns in the financial markets now. In […]
How to Set Better Financial Habits
Financial PlanningOur habits can either help us or hurt us from reaching our financial goals. For example, someone’s frequency of ordering take out for dinner can be hurting their wallet, but most importantly, may be setting them back from achieving their goals in the long run, such as the goal of retirement. Don’t get us wrong—it […]
