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 […]
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 […]
Retirement Planning in a Changing World
Financial Planning, Retirement PlanningPlanning for retirement is one of life’s most significant financial goals. However, in a rapidly changing world, the strategies that worked in the past may no longer be sufficient. A successful retirement plan must be dynamic, evolving with the times to ensure you achieve a comfortable and secure future. At Bill Few Associates, we recognize […]
Financial Planning Guide for Millennials
Financial PlanningIn a rapidly changing financial landscape, millennials encounter distinct challenges and opportunities. We understand the importance of creating a robust financial plan tailored to the specific needs and aspirations of this generation. Financial planning is not a one-size-fits-all process; it requires a personalized approach to navigate the complexities of today’s economy. Below we cover key […]
Tax Season is Over! Now Is the Time to Plan for Next Year
Financial PlanningTo the relief of taxpayers and financial professionals alike, the IRS’s April 15 federal income tax return filing deadline is now in the rearview mirror. Unless you requested a six-month extension to file your return, you have fulfilled your obligation until next spring. It’s tempting to forget about taxes altogether until next season, but looking […]
Unlocking the Power of Compound Interest
Financial Planning, Investment ManagementAs 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 PlanningEstate 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 ManagementMutual 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 […]
