Reaching the final years of your career is an exciting milestone. It’s the time when decades of work begin to take shape in the form of retirement goals, travel plans, and well-earned relaxation. Yet this period also brings some of the most important financial decisions you will ever make. At Bill Few Associates, we know […]
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Estate Planning for Blended Families: Avoiding Pitfalls
Estate Planning, Financial PlanningBlended families, which include children from previous relationships, stepchildren, and spouses, are increasingly common today. While these families offer opportunities for love and connection, they also can bring challenges, particularly when it comes to estate planning. Without careful preparation, disagreements over inheritances can arise, leaving families vulnerable to conflict and legal disputes. For individuals in […]
Education Funding: 529s, Trusts, and More
Education Planning, Financial PlanningPlanning for a child’s or grandchild’s education is one of the most meaningful financial decisions families make. For years, 529 plans have been a popular tool for covering future college expenses, but they are not the only option. Families may also want to consider trusts, custodial accounts, or other strategies to ensure that educational funding […]
Integrating Estate Planning into Your Financial Plan
Estate Planning, Financial PlanningWhen considering your long-term financial goals, estate planning is a crucial component that should never be overlooked. For many individuals and families in the Pittsburgh area, incorporating estate planning into their overall financial strategy ensures that their legacy is protected, their assets are managed efficiently, and their loved ones are provided for after they are […]
Smart Financial Strategies for Long-Term Health Care Planning
Financial Planning, Insurance PlanningUnderstanding the Financial Risk of Long-Term Care in Retirement When considering risk to an investment portfolio in retirement, most think of stock market risk. That risk can be mitigated with the appropriate investment strategy. However, long-term care is another major risk that can have a serious impact on your financial future, and it is one […]
The Role of Diversification in a Strong Investment Portfolio
Financial Planning, Investment ManagementBuilding long-term wealth requires thoughtful planning and informed decision-making. One portfolio strategy often considered is investment diversification—an approach that benefits investors at any stage. Whether you’re just starting out or refining an established portfolio, diversification plays a key role in managing risk and supporting consistent growth over time. What Is Investment Diversification? Diversifying your investments […]
Plan for a Secure Financial Future with Bill Few Associates
Financial PlanningAt Bill Few Associates, we believe that financial planning is more than just numbers—it’s about helping you live the life you envision. Whether you’re just starting out or approaching retirement, our team of experienced Pittsburgh financial advisors is here to guide you through every step of your financial journey. What Is Comprehensive Financial Planning?Comprehensive financial […]
Social Security Planning: When and How to Claim Benefits
Financial Planning, Retirement PlanningNavigating the complexities of Social Security benefits is a critical component of effective retirement income planning. Understanding when and how to claim these benefits can significantly impact your financial well-being during retirement. At Bill Few Associates, our Pittsburgh financial advisors are dedicated to guiding you through the intricacies of Social Security to help you maximize […]
Death and Tariffs
Market UpdateThe old saying attributed to Ben Franklin is “nothing is certain except death and taxes.” Given what has happened in the financial markets over the past few months, I thought I would take some editorial license and title this update Death and Tariffs. The recent passing of Pope Francis reminds all of us that death is inevitable. Even the […]
How Rising Interest Rates Are Impacting Consumers
Financial PlanningOver the past year, the Federal Reserve has raised interest rates multiple times in an effort to combat inflation. While these rate hikes may help stabilize the economy, they also have significant consequences for consumers, especially those carrying credit card debt. Understanding the impact of rising interest rates on credit cards and learning strategies to […]
