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
Old age should come with a caution label for many reasons. Most of us expect to live longer than our parents or grandparents. And with longer life come difficulties –…
Elliott Weir, CFPNovember 17, 2017
Reach out and help, no matter where you live Life in today’s America commonly finds families strewn across states and even scattered from one end of the continent to the…
Elliott Weir, CFPAugust 11, 2017
Will your adult children spend your money before you do? A Parent's Dilemma Ann may run out of money. Her deceased husband Ed and she saved prudently. Those savings and…
Elliott Weir, CFPJuly 7, 2017
Suppose an elderly family member becomes incapacitated and has made no arrangements for such a situation. Advance directives are legal instructions that express a person’s wishes regarding financial and health…
Elliott Weir, CFPJune 16, 2017
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
To some, the term estate planning conjures up images of mansions and luxury, so why can’t "regular people" afford to ignore it? _____ Note: I am NOT an attorney!…
Elliott Weir, CFPJune 9, 2014
How much do you know about the financial planning and preparations your parents have completed? It can be an uncomfortable conversation, but making the effort NOW can pay off for…
Elliott Weir, CFPDecember 16, 2013
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