Financial Insights

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 […]

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 […]

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 […]

It’s Homeownership Month which is a great time to reflect on the importance of owning a home as it provides stability, security, and a sense of belonging. It allows individuals and families to establish roots, build wealth, and create a place they can truly call their own. In addition, homeownership has substantial financial implications, serving […]

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 […]

Financial Focus for Women: An article series created by Bill Few Associates to help women achieve financial independence. Did you know that women were commonly discriminated against when applying for financial products like loans before the Equal Credit Opportunity Act in 1974? After this Act was passed, women were able to apply for financial products […]

Our tax system in the U.S. is set up on both a federal and state level; federal income taxes are processed through the Internal Revenue Service and each state has its own taxing authority. The month of April, which is coming up quickly, is a significant month for the U.S. tax system, which includes the […]

“A big part of financial freedom is having your heart and mind free from worry about the what-ifs of life.” – Suze Orman One goal many have after the New Year is to focus on financial wellness, which makes sense after the hustle and bustle of the holidays and the many expenses incurred. It’s important […]

It’s hard to believe that 2023 is right around the corner. We hope you are approaching the end of the year with gratitude for what 2022 has brought, even though there may have been some bumps in the road, and excited for what is to come in the new year. As you reflect on the […]