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 […]
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Listen to Mike Kauffelt Interviewed on the WJAS GD Morning Show!
Financial Planning, In the NewsWe are thrilled to share two insightful radio interviews with you featuring our Co-Chief Investment Officer, Mike Kauffelt, on the WJAS GD Morning Show with Darryl Grandy and Greg Maxwell. In these interviews, Mike delves into a range of topics, offering valuable insights into the world of finance and investment. The two interviews below cover: […]
National 401(k) Day: Your Pathway to a Secure Retirement
Financial Planning, Retirement PlanningWith 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 […]
Financial Awareness Day: Quick Tips From Our Advisors
Financial PlanningOn 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 […]
Count On It
Financial PlanningAS 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 […]
Hype versus Reality
Market UpdateThe title of this summer update applies to how the financial markets have started 2023 and my investigation into AI (artificial intelligence, smart software you can talk with). The good news is the financial markets have performed well year to date (YTD), much better than all the hype of recession, inflation and economic woes. The […]
Mastering the Financial Landscape of Homeownership
Financial PlanningIt’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 […]
Navigating the World of Financial Scams
Financial PlanningAs 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 […]
Ways to Become More Confident with Your Finances
Financial PlanningFinancial 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 […]
Rebalancing Your Asset Mix
Market UpdateSpring is here and my backyard is full of rabbits. Many handily survived our mild winter and, yes, they are cute, but these are big bunnies. I have lived in the same house for three decades now and have seen the ebb and flow of nature over the years. In the past, we had more […]
