Financial Insights

Time to Rebalance Your Portfolio – Market Update

Time to Rebalance Your Portfolio – Market Update

In the News

ReShelle Barrett, CFP® It seems as though the markets continue to reach new highs almost daily. And the good news is the economy is relatively healthy which to some degree supports higher market levels. For example, unemployment is very low at 4.4%, household net worth continues to climb, interest rates and inflation remain low, personal […]

Saving for College – 529 Plan Account

Saving for College – 529 Plan Account

In the News

ReShelle Barrett, CFP® Despite rising costs of college and higher education, a degree or certification is more important than ever, but one way to combat those costs are by contributing to a tax-efficient 529 plan account. These plans are for anyone that wants to save for higher education including parents with children of any age […]

Andrew Demosthenous joins Bill Few Associates

Andrew Demosthenous joins Bill Few Associates

In the News

Andrew Demosthenous joins Bill Few Associates in 2017 as an equity analyst. In this capacity, Andrew is responsible for extensive quantitative research and analysis of individual equity investment opportunities. He closely monitors financial markets and equity opportunities, working side by side with the portfolio management team to craft custom portfolios for Bill Few Associates clients. […]

Leaving a Legacy of Income

Leaving a Legacy of Income

Estate Planning, Retirement Planning

ReShelle Barrett, CFP® Are you over age 70 ½ and being forced to take income from your IRA? Wouldn’t it be nice if you could spread that income over future generations?   Fortunately, you can. Let’s start with determining when you need to start taking Required Minimum Distributions (RMDs). The IRS allows retirement accounts to grow […]

How Hard is Your 401(k) Working?

How Hard is Your 401(k) Working?

Retirement Planning

ReShelle Barrett, CFP®  Are you one of those employees who enrolled in your company’s retirement plan and haven’t looked at the investments since? Or worse yet, haven’t even enrolled in the plan? At least once a year, many will be asked to make decisions regarding your 401(k) plan i.e. would you like to enroll in […]

Quick Links

At Bill Few Associates, we offer a wide range of financial planning services tailored just for you.

For a no-obligation consultation

Contact Us