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
Everyone who has ever traveled by airplane has heard the pre-flight safety instructions. Those instructions tell us, among other things, that adults should secure their oxygen masks before helping a…
Elliott Weir, CFPOctober 5, 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
Conventional wisdom says to pay off your mortgage by the time you reach financial independence. Why is that not always the best approach? _____ It seems to make sense…
Elliott Weir, CFPNovember 7, 2014
When considering whether to buy an annuity, you will likely read glowing praises from sales materials and dire warnings from some in the media. How can you evaluate this "boogeyman"…
Elliott Weir, CFPJune 2, 2014
Continuing on from last week's post, have you counted on these often-forgotten or misunderstood expenses? _____ Last week we covered certain assumptions about retirement expenses that are often not…
Elliott Weir, CFPMay 1, 2014
Do you plan for your expenses to drop in retirement, for expenses to simply increase with inflation, and to be mortgage-free? Reality paints a very different picture!
Elliott Weir, CFPApril 24, 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
Mutual funds are a widely popular form of investing in the financial markets, and can be found in many 401(k), IRA, Roth IRA, and brokerage accounts. They can provide…
Elliott Weir, CFPOctober 28, 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