With end-of-summer activities wrapping up and autumn just around the corner, now is the season to buckle down and focus on what needs to be done before the end of the year. This includes thinking about your retirement plan. It’s crucial to remember that the decisions you make today will impact your quality of life […]
Retirement Contribution Changes: Can You Benefit?
Retirement PlanningMany people are experiencing the tough end of inflation where they are finding the need to adjust their spending allowances in order to cover the higher cost of living. Inflation can be frustrating, but for those who contribute to a retirement fund, that higher cost of living can enable them to save more for retirement […]
Are You Emotionally & Financially Ready to Retire?
Retirement PlanningRetirement can mean a lot of different things to different people. Some people might look at retirement as a certain age when someone stops working while others might look at it as a monetary amount they have achieved. Some people might envision retirement as a time to travel and see the world while others might […]
How Job Changes Affect Your Retirement Accounts
Retirement PlanningIt is more common today for individuals to change jobs several times throughout their careers than to remain with one company for the duration. According to the Bureau of Labor Statistics, the average number of job changes in a lifetime is 12 with many workers spending 5 years or less in each job. This can […]
Important Information Regarding IRA Contributions
Financial Planning, Retirement PlanningThe IRS officially extended the federal tax filing deadline from April 15 to May 17. The IRA contribution deadline will also be extended to May 17, giving you more time to consider making and maximizing an IRA or Roth IRA contribution for 2020. Whether you are considering a contribution to your IRA or not, we […]
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 […]
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 […]
We Are Here. Keep Your Appointment with Your Financial Advisor.
Financial Planning, Retirement PlanningWith the world operating differently lately, we realize your priorities may have shifted, and understandably so. But while many things have changed and are changing, one thing still holds true at Bill Few Associates – our commitment to you and your financial well-being. Our financial advisors are working remotely at this time, but they arehere […]
Retirement Planning During Volatile Market Conditions
Financial Planning, Retirement PlanningIn times of sudden market downturns, and in this new COVID-19 economy, I am reminded of Rudyard Kipling’s advice to “keep your head when all about you are losing theirs.” I do this by focusing on each client’s individual investment strategy, not the noise. For instance, I may counsel a 40-year-old client with a 25-year […]
