AS 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 […]
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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 […]
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 […]
