Understanding the benefits available under Medicare as a widow can be daunting. You may struggle to understand how to leverage this important insurance coverage. Can you enroll in Medicare even…
Elliott Weir, CFPJuly 26, 2019
Let's face it - Medicare can be confusing. Figuring out when to enroll, what to enroll in and what coverage will be best for you can be daunting. To help…
Elliott Weir, CFPMarch 29, 2019
Whenever catastrophes happen, they provide us with a strong reminder. In a matter of minutes, our communities and livelihoods can change forever. The aftermath of a disaster can leave many…
Elliott Weir, CFPMarch 15, 2019
Recently I sat down with a client who will celebrate her 65th birthday next month. She wanted help sorting out her Medicare enrollment options. Letters, brochures, and other Medicare-related items…
Elliott Weir, CFPNovember 30, 2018
Women face unique financial challenges as they age. When compared with men, women live longer, earn less, and spend fewer years in the workforce. Financial concerns are often more acute…
Elliott Weir, CFPNovember 3, 2017
Your favorite charity can benefit from your savvy planning! For millions of Americans, "charity begins at home." Many have decided to make a difference by donating money to local religious,…
Elliott Weir, CFPAugust 4, 2017
How can writing one check create a lifetime of memories for your grandchildren? _____ During my years working directly with life insurance, I learned a lot of unique ways…
Elliott Weir, CFPMarch 20, 2014
In my last post, I covered some of the mutual fund expenses you may have missed. Now, let's cover life insurance - I know, it's no fun to talk…
Elliott Weir, CFPNovember 4, 2013