Financial Insights

CFA® designation

Why the CFA® Designation Matters

Financial Planning

In the world of financial advising, credentials matter. They signal a level of expertise, dedication, and trustworthiness that clients can rely on when making critical decisions about their financial futures. One of the most respected designations in the industry is the Chartered Financial Analyst® (CFA®) designation, a gold standard for investment professionals. At Bill Few […]

How 401(k) Changes in 2025 Impact Your Retirement Savings

Financial Planning, Retirement Planning

Updates to 401(k) contribution limits and rules in 2025 offer new opportunities for workers to bolster their retirement savings. Whether you’re a seasoned saver or just starting your retirement journey, understanding these changes can help you make the most of your contributions. Here’s a closer look at what’s changing and how it could affect your […]

The Value of CFP® Certification & Our Commitment to Excellence

Financial Planning

In the financial planning world, CFP® professionals meet strict educational and ethical standards, and are dedicated to serving their clients’ best interests. At Bill Few Associates, we are incredibly proud of our team members who have earned or are working toward obtaining their CERTIFIED FINANCIAL PLANNER® certifications, as it highlights their dedication to delivering exceptional […]

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Fall Update

Market Update

I’ve always liked the fall season.  Many people do.  Goldilocks temperatures, beautiful fall foliage, crisp cool mornings and sunny, shorter days.  However, it just occurred to me that I’m now in my personal fall.  I turned 62 this summer.  Based on actuarial lifespan estimates, I’m definitely in my fall, maybe even late fall?  I’m happy and healthy, but I did not […]

Handling Long-Term Care Insurance Claims for Parents

Financial Planning, Insurance Planning

As your parents age, the need for long-term care can become an inevitable reality. Navigating the complexities of long-term care insurance (LTCI) claims can be daunting, but with the right approach and knowledge, you can efficiently manage the process. Understanding Long-Term Care InsuranceLong-term care insurance is designed to cover services that aren’t typically included in […]

Financial Planning Guide for Millennials

Financial Planning

In a rapidly changing financial landscape, millennials encounter distinct challenges and opportunities. We understand the importance of creating a robust financial plan tailored to the specific needs and aspirations of this generation. Financial planning is not a one-size-fits-all process; it requires a personalized approach to navigate the complexities of today’s economy. Below we cover key […]

Contact Michael K. Kauffelt, II, CFA

North Hills Address
107 Mt. Nebo Pointe
Suite 200
Pittsburgh, PA 15237
South Hills Address
740 Washington Road
Mt. Lebanon, PA 15228

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