Financial Insights

Posts by Mia Kovacs
Assessing Your 2024 Financial Goals

Assessing Your 2024 Financial Goals

Financial Planning

As we head into the new year, it’s an opportune time to reflect on your financial journey this past year and set the stage for a prosperous 2024. A financial checkup is a crucial step in ensuring that your financial planning goals align with your current situation and future aspirations. At Bill Few Associates, our […]

Financial Scam

Navigating the World of Financial Scams

Financial Planning

As technology evolves, so do the tactics of those seeking to defraud others. From phishing emails to socially engineered attacks, scammers have a myriad of ways to line their pockets with your money. In very sophisticated ways, a scam can be launched using email, phone, and social media platforms that can elude even the hyper […]

Women and Finances: A Unique Perspective

Financial Planning

Financial Focus for Women:An article series created by Bill Few Associates to help women achieve financial independence. When I think about financial articles geared towards women, I feel conflicted. When reading about women and finance, it can come across as a mere marketing tool. An insinuation that women are a “niche” market in the financial […]

How to Discuss Finances in Your Relationship

Financial Planning

Financial Focus for Women:An article series created by Bill Few Associates to help women achieve financial independence. Finances can be a source of conflict in any relationship and for good reason.  Money supports our lifestyle, funds our hopes and aspirations, and assists in caring for our loved ones.  Disagreements over how we spend, save, and […]

How to Choose the Right Financial Advisor

Financial Planning

When the thought comes to mind of contacting a financial advisor to assist with financial planning, some may dismiss the idea thinking they have not acquired enough wealth to warrant such services. That is simply not so. Financial planning services are for everyone and can help you set up and attain financial goals. Deciding to […]

This is a Time for Fundamentals; Not Fear

Financial Planning, Retirement Planning

Emotions can aid our basic survival.  They can motivate us to take action, encourage us to avoid danger and provide us with the empathy necessary to create relationships. Regarding financial markets though, emotions most certainly do not help and yet the markets move with the mass’ emotional responses.  Driven by two primary emotions: fear and greed; […]

How to Save for College Education

How to Save for College Education

Education Planning

Mia A. McFadden, CFP® With college costs soaring many parents are left scratching their heads over how to save for their child’s college education. We know that obtaining a college degree can result in higher pay and a wider array of career opportunities.   But what we really hope a college degree translates to is a […]