Bill Griffith Jr CFP® Articles and Author Information
We hope you enjoy reading these and other interesting articles about personal financial planning, investing, asset management, retirement and estate planning.
Author: Bill Griffith Jr
CFP®
Company: W.E. Griffith& Associates, LLC
Type of Business/Profession: Wealth Management
Location: Pittsburgh, PA
Website: W.E. Griffith & Associates, LLC
Author Comment / Biography: Bill is principal of W.E. Griffith & Associates, LLC, a fee-based wealth management firm near Pittsburgh, Pennsylvania.
He is a member of the Financial Planning Association (FPA) and the Pittsburgh Chapter of the FPA.
His firm’s strategy is to use a team approach in
planning and/or supervising all aspects of a client’s financial
planning needs with the goal of protecting and enhancing retirement
assets and estates. He is known for having expertise in Retirement
Income and Distribution Planning. His specialized tax
saving, wealth building strategies save clients
from many thousands to millions of dollars and create
millions of dollars in multigenerational wealth.
Articles by Bill Griffith, Jr., CFP®
Retirement Planning for Millionaires
Retirement Planning is a major concern for young
people and especially so for millionaires. There are two issues that
concern a growing number of Read
more
Roth IRA Income Limit for a Roth IRA Conversion
A Roth IRA conversion may present
an opportunity for high net worth individuals
to get a portion of their retirement investments into
a Read
more
How to Find a Financial Planner with Expertise in Retirement Planning
Taking full responsibility for your financial
future by
being your own financial planner can be costly. In, Retirement
Planning: Most People Don't Know
How Nor Even Think About It, research by
Olivia Mitchell, insurance and risk management professor at Wharton
School of the University of Pennsylvania, showed that, Read
more
Retirement Plan Distribution Options
When you retire or change jobs, you have an
important decision to
make. You may be entitled to a distribution
from your employer’s retirement plan. You may wonder what options are
available to you and whether you should: Read
more
How a 401k Withdrawal Can Protect Your Retirement Account from a Market Downturn
A 401k withdrawal may provide early access to your
retirement account
if it is permitted by your retirement plan. If permitted, you may be
able to Read
more
Three 401k Plan Options When Changing Jobs
What should you do with your old 401k plan if you
change jobs? As you
know, a 401k or other defined contribution plan is an Read
more
When Should You Start Collecting Social Security Benefits?
When should you start collecting Social Security benefits? If you are
approaching
retirement age, you have most likely given much thought to the question
of Read
more
Final Regulations Concerning 403b Retirement Plans
Effective January 1, 2009, new regulations pertaining to 403b
tax-sheltered
annuity arrangements will go into effect. Tax-sheltered annuity
arrangements include Read
more
How to Avoid 3 of the Biggest Mistakes With a 401k Rollover
You should consider your 401k rollover options very carefully if you
get laid
off or retire early. Deciding what to do with your Read
more
Personal Finance - Acquiring Wealth to Achieve Your Financial Goals
Personal finance is a key component of financial planning. Basic
financial
planning is a process that can help you do many things. You can
Read
more
Return from Bill Griffith, Jr., CFP Articles to Home