As 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 […]
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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 […]
5 Tips for Clean Up Your I.R.S. Act Month
Financial PlanningOur tax system in the U.S. is set up on both a federal and state level; federal income taxes are processed through the Internal Revenue Service and each state has its own taxing authority. The month of April, which is coming up quickly, is a significant month for the U.S. tax system, which includes the […]
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 […]
4 Tips to Manage Debt
Financial Planning“A big part of financial freedom is having your heart and mind free from worry about the what-ifs of life.” – Suze Orman One goal many have after the New Year is to focus on financial wellness, which makes sense after the hustle and bustle of the holidays and the many expenses incurred. It’s important […]
Silver Linings?
Market UpdateFrom a financial viewpoint, 2022 was a year where we all suffered, but I sincerely hope your year was better than mine. Although I hit a couple happy milestones this year – I celebrated my 60th birthday as well as the 40th anniversary with my lovely wife – this was also the year that Alzheimer’s […]
5 Tips for a Stronger Financial Strategy in 2023
Financial PlanningIt’s hard to believe that 2023 is right around the corner. We hope you are approaching the end of the year with gratitude for what 2022 has brought, even though there may have been some bumps in the road, and excited for what is to come in the new year. As you reflect on the […]
The Latest Financial Q&As
Financial PlanningLife always has its own sets of twists and turns, but the last couple of years have been a rollercoaster. It has a lot of people scratching their heads wondering about their future and finances. When you run into questions or uncertainties about your finances, consulting with an experienced financial advisor, who can provide a […]
Financial Advice During Inflation
Financial PlanningFor a long time, we have heard that inflation is either this or that. It was a word that got thrown around but didn’t seem to have much impact on our day-to-day lives. Now, though, we are feeling and experiencing inflation constantly – especially with everyday items like groceries or at the gas pump, and […]
