One 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 […]
It’s Time to Get Confident with Financial Planning
Financial PlanningFinancial Focus for Women:An article series created by Bill Few Associates to help women achieve financial independence. Even after achieving a strong education and establishing a career, some women may not feel confident when it comes to financial planning. From not having the time to devote to financial planning between work and family — to […]
Why to Include Estimated Tax Payments in Your Financial Plan
Financial PlanningTaxes are something that everyone must pay if they earn or receive income. Taxes either need to be withheld from your income or paid by means of estimated tax payments throughout the year. If this is not done as you earn or receive income, or if you do not pay enough in taxes, you may […]
What to Review at Year End with Your Financial Advisor
Financial PlanningWe are nearing the end of a year that has not been like any other year we have experienced so far. Between the pandemic, circumstances that have changed for many businesses, job security or changing how many people work, the election, and anything else that came up, it is definitely a year that likely came […]
National Savings Day: 10 Ways to Save
Financial PlanningToday is National Savings Day and is a great opportunity to consider different ways you can save money and if you are saving enough. It is always a good idea to periodically review the basics of saving money and budgeting so that you are prepared in case of a financial emergency, or for large ticket […]
How to Choose the Right Financial Advisor
Financial PlanningWhen the thought comes to mind of contacting a financial advisor to assist with financial planning, some may dismiss the idea thinking they have not acquired enough wealth to warrant such services. That is simply not so. Financial planning services are for everyone and can help you set up and attain financial goals. Deciding to […]
National Financial Awareness Day: 8 Retirement Planning Tips
Financial Planning, Retirement PlanningToday is National Financial Awareness Day, and while this day is not widely known or as popular as other holidays, its purpose is significant. This day is a reminder to get your finances in order so you can be prepared for your future. Being financially aware can play a major role in how you spend […]
Rebalancing Your Portfolio During Challenging Times
Financial PlanningMost of us never would have predicted that we would be living through a pandemic in 2020. It has quite literally changed how we live. Schedules have changed, work priorities have shifted, how we handle our day-to-day activities is nothing like before, and moreover, finances may feel uncertain. Planning is not what it was six […]
The Suspension of Required Minimum Distributions for 2020
Financial Planning, Retirement PlanningCOVID-19 is a health crisis, and yet it has impacted so much more than our physical wellbeing. The requirements of stay-at-home orders have also affected many financially. In an effort to provide relief, legislation has been enacted as people and governments around the globe struggle to contend with and contain COVID-19. At the end of […]
Positioning Client Portfolios:
Financial Planning, Retirement Planningby PQ STAFF | 2020 SUMMER Pittsburgh’s leading wealth managers tell how they’re positioning clients in this fraught environment (Part I) Alison F. Wertz, Bill Few Associates As a financial advisor, the only certainty I can guarantee my clients is that eventually there will be a recession. In almost every meeting with clients, I talk about what […]
