Updates to 401(k) contribution limits and rules in 2025 offer new opportunities for workers to bolster their retirement savings. Whether you’re a seasoned saver or just starting your retirement journey, understanding these changes can help you make the most of your contributions. Here’s a closer look at what’s changing and how it could affect your […]
Handling Long-Term Care Insurance Claims for Parents
Financial Planning, Insurance PlanningAs your parents age, the need for long-term care can become an inevitable reality. Navigating the complexities of long-term care insurance (LTCI) claims can be daunting, but with the right approach and knowledge, you can efficiently manage the process. Understanding Long-Term Care InsuranceLong-term care insurance is designed to cover services that aren’t typically included in […]
National 401(k) Day: Your Pathway to a Secure Retirement
Financial Planning, Retirement PlanningWith end-of-summer activities wrapping up and autumn just around the corner, now is the season to buckle down and focus on what needs to be done before the end of the year. This includes thinking about your retirement plan. It’s crucial to remember that the decisions you make today will impact your quality of life […]
6 Financial Tips for Caregivers
Financial PlanningFinancial Focus for Women: An article series created by Bill Few Associates to help women achieve financial independence. Being a caregiver can be one of the hardest jobs one can undertake, yet it can also be the most rewarding. Many caregivers might agree that the ability to provide care for a loved one and be […]
Why Patience Rewards Investors
Investment ManagementMany of us look forward to summertime as an opportunity to relax and perhaps distance ourselves from some of the chaos of daily life. However, if you tend to keep a close eye on your investment portfolio, these past few months have been especially stressful. Financial markets have taken a significant tumble from post-pandemic highs, […]
How to Protect Your Money from Inflation
Financial PlanningOne of the most familiar words being used today in any economic news story is inflation. By definition, inflation is the rise of the average cost of goods and services most typically measured by CPI – Consumer Price Index. Although not much of a concern for many years, it is now apparent in almost every […]
How Job Changes Affect Your Retirement Accounts
Retirement PlanningIt is more common today for individuals to change jobs several times throughout their careers than to remain with one company for the duration. According to the Bureau of Labor Statistics, the average number of job changes in a lifetime is 12 with many workers spending 5 years or less in each job. This can […]
8 Tips to Build a Strong Financial Plan
Financial PlanningOne goal that many people have is to achieve financial independence. This type of independence can mean different things to different people. It may mean being able to save for college or retirement or being able to purchase the things you really want. Achieving this goal does not happen overnight as it takes a lot […]
Investment Strategy During an Election Year
Investment Management‘This is the most important election of our lifetime’ are words we have heard every four years for as long as I can remember. This year is no different. Although most investors get anxious in an election year, the reality is that the fact that it is an election year does not matter as much […]
New IRA Rules and What They Mean to You
Investment Management, Retirement PlanningThe end of 2019 brought a big change to retirement accounts. Late December, Congress passed the SECURE (Setting Every Community Up for Retirement Enhancement) Act, which aims to assist in helping people save more money for retirement and have a longer time to do so. The act went into effect this past January, so it […]
