It's important for most people to have a solid estate plan. For widows, paying attention to the details becomes more critical than ever. Without your spouse to fall back on,…
Elliott Weir, CFPOctober 25, 2019
Encourage your student to think about their future financial self It's that time of year that kids pack the U-Haul and head to college. (I'll be facing that in two…
Elliott Weir, CFPSeptember 13, 2019
In this new series, I'd like to spend some time addressing common myths and misconceptions about your personal finances. This month let's smack down 3 myths about having a will…
Elliott Weir, CFPAugust 9, 2019
For many affluent individuals, estate planning extends well beyond tax planning. It involves very personal decisions about the distribution of future wealth. Spendthrift trusts are sometimes used in traditional estate…
Elliott Weir, CFPJuly 19, 2019
One of the most difficult experiences in life is when a spouse dies. While grieving the loss of your partner, you may also feel overwhelmed by the important financial decisions…
Elliott Weir, CFPJune 21, 2019
I've had several conversations recently surrounding retirement communities. Some centered around choosing a retirement community for themselves or a family member. Others focused on the potential costs and advantages for…
Elliott Weir, CFPMay 24, 2019
What will you do with your tax refund? You've made it through another tax season. If you are like most Americans, you will spend any tax refund you get, maybe…
Elliott Weir, CFPApril 26, 2019
Would you spend 10 minutes if it could mean $1000+ to you? Recently, a potential client received a letter in the mail. It offered to help her claim thousands of…
Elliott Weir, CFPApril 12, 2019
A Plan Is Not The End, It’s The Beginning I met my wife Carrie when we were 18 years old and starting college. If you had asked that kid to…
Elliott Weir, CFPMarch 1, 2019
Most people look in a mirror before they go outside (unless you’re a teenage boy – I love you, son!). Why? Because they want to know how they look to…
Elliott Weir, CFPFebruary 15, 2019
Estate planning has traditionally focused on minimizing estate taxes and directing the disposition of your assets after death. Yet, in today’s modern world, managing your affairs has become even more…
Elliott Weir, CFPMarch 23, 2018
Some behavioral biases seem tailor-made to foil retirement savers. But their ill effects are smaller for those who are aware of them. Most of us are aware that a sneaky…
Elliott Weir, CFPJanuary 26, 2018
The pictures are heartbreaking as entire neighborhoods were burned beyond recognition in the city of Santa Rosa, California and surrounding towns. More than two dozen fast-moving and huge wildfires swept…
Elliott Weir, CFPOctober 27, 2017
I'm exhausted. The recent news cycle of hurricanes, mass shootings, and political battles can make us weary and disengaged. We should not use this as an excuse to do nothing,…
Elliott Weir, CFPOctober 6, 2017
When you lose your spouse, evaluating your finances may take a back seat to more pressing concerns. But even amid the grief that accompanies the death of a loved one,…
Elliott Weir, CFPSeptember 22, 2017
Take these steps to prevent criminal use of your identity! You have probably heard and read a lot about the recent security breach at Equifax, one of the three major…
Elliott Weir, CFPSeptember 12, 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
Can single parents get ahead financially? Raising children without a partner can be challenging—emotionally, physically, and financially. Challenged by the work involved in earning a living and caring for children,…
Elliott Weir, CFPJuly 14, 2017
Worse for baby boomers and more worse for women It’s an unfortunate statistic that everyone knows – more than 50% of marriages will end in divorce. But it’s also…
Elliott Weir, CFPJune 23, 2017