Last September, Equifax announced that the had been compromised. The company, one of the three main credit reporting bureaus, disclosed that consumer information including names, Social Security numbers, birth dates,…
Elliott Weir, CFPApril 20, 2018
Reasons You Should Consider Moving On Starting to doubt your financial advisor? Too often people hand money to an advisor without a shred of research. Here are ten warning signs…
Elliott Weir, CFPAugust 18, 2017
Many financial advisers and pundits tell investors to take on as much investment risk as they can take. Is that always the best idea for you? Mary sits down with…
Elliott Weir, CFPNovember 16, 2015
Your gut tells you there is more to a financial adviser's dinner seminar than just conversation and food - what do they want from you? _____ What an offer…
Elliott Weir, CFPOctober 19, 2015
Many advisors charge an "Assets Under Management" (AUM) fee based on a percentage of your assets. The logic seems sound - if the value of your account goes up then…
Elliott Weir, CFPFebruary 20, 2015
In my last post (Keeping Your Money from the Crooks), I covered some steps you can take to prevent you or someone you love from falling victim to a…
Elliott Weir, CFPFebruary 6, 2015
How can we reduce the number of people who fall victim to financial fraud, and how can you avoid becoming a victim? _____ Few things make my blood boil…
Elliott Weir, CFPJanuary 22, 2015
Many news outlets are running articles about the need for advisers to act as a fiduciary. So what IS a fiduciary, and should it matter to you? _____ New…
Elliott Weir, CFPMarch 14, 2014
With wealth accumulated over many years and potentially a reduced capacity for decision-making, senior citizens are prime targets for criminals and others intent on stealing their hard-earned nest egg. What…
Elliott Weir, CFPNovember 25, 2013
When I look for a doctor, there are only a few "designations" to know - M.D or D.O., and maybe one indicating a specialty. For accountants, there is the…
Elliott Weir, CFPOctober 21, 2013
Today is the big finale in this series covering what I believe are the 5 key components of financial advice missing from many pre-retirement financial plans. So far, we…
Elliott Weir, CFPOctober 14, 2013
Today we continue covering what I believe are the 5 key components of financial advice missing from many pre-retirement financial plans. So far, we have covered: #1: A Clear…
Elliott Weir, CFPOctober 7, 2013
In my last post, we continued covering what I believe are the 5 key components of financial advice missing from many pre-retirement financial plans. So far, we have covered:…
Elliott Weir, CFPSeptember 30, 2013
In my last post, we started covering what I believe are the 5 key components of financial advice missing from many pre-retirement financial plans. So far, we have covered: #1:…
Elliott Weir, CFPSeptember 23, 2013
The financial services world delivers advice in many different ways to many different people. In this series of blog posts, I'd like to share with you what I believe the…
Elliott Weir, CFPSeptember 13, 2013