Financial Insights

Category: Financial Planning

Unlocking the Power of Compound Interest

Financial Planning, Investment Management

As we observe Financial Literacy Month, it’s important to highlight the significant impact of compound interest, a powerful tool for building wealth. At Bill Few Associates, we believe in empowering individuals with the knowledge to make their money work harder for them, and understanding compound interest is key to that mission. What is compound interest? […]

5 Essential Tips for Managing Beneficiaries

Estate Planning, Financial Planning

Estate 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 […]

Mutual Funds and ETFs: Simple Means of Diversification

Financial Planning, Investment Management

Mutual funds and exchange-traded funds (ETFs) are among the most common financial instruments for investors seeking diversification. Many investors are familiar with mutual funds through their 401(k) plans and other retirement accounts, which typically offer a selection of such funds as investment options. However, fewer know about the benefits offered by their ETF cousins, which […]

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 […]

A Guide to Financial Planning for Newlyweds

Financial Planning

Congratulations, you’re married! All that time spent on wedding planning has finally paid off. Once a couple gets married and begins embarking on their exciting journey together, it’s important to lay the groundwork for a stable and prosperous future. One of the key aspects of a successful marriage is effective financial planning, and having an […]

Financial Awareness Day: Quick Tips From Our Advisors

Financial Planning

On 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 Planning

AS 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 […]

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 […]