Building long-term wealth requires thoughtful planning and informed decision-making. One portfolio strategy often considered is investment diversification—an approach that benefits investors at any stage. Whether you’re just starting out or refining an established portfolio, diversification plays a key role in managing risk and supporting consistent growth over time. What Is Investment Diversification? Diversifying your investments […]
Plan for a Secure Financial Future with Bill Few Associates
Financial PlanningAt 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 […]
Social Security Planning: When and How to Claim Benefits
Financial Planning, Retirement PlanningNavigating the complexities of Social Security benefits is a critical component of effective retirement income planning. Understanding when and how to claim these benefits can significantly impact your financial well-being during retirement. At Bill Few Associates, our Pittsburgh financial advisors are dedicated to guiding you through the intricacies of Social Security to help you maximize […]
How Rising Interest Rates Are Impacting Consumers
Financial PlanningOver the past year, the Federal Reserve has raised interest rates multiple times in an effort to combat inflation. While these rate hikes may help stabilize the economy, they also have significant consequences for consumers, especially those carrying credit card debt. Understanding the impact of rising interest rates on credit cards and learning strategies to […]
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 […]
How 401(k) Changes in 2025 Impact Your Retirement Savings
Financial Planning, Retirement PlanningUpdates 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 […]
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 […]
How to Protect Yourself from Fraud and Scams
Financial Planning, Identity ProtectionIn today’s digital age, fraud and scams are more common than ever. From phishing emails to fake investment opportunities, fraudsters use clever tactics to exploit victims. At Bill Few Associates, we want to help you protect your wealth. Below are common scams, warning signs and tips to safeguard your finances. Common Scams RELATED: Read about […]
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 […]
