Many people hesitate to seek out financial planners’ advice for fear of judgment. Why’d you blow that paycheck? Why’d you invest in that? You’ve saved what for retirement? Others wait…
Elliott Weir, CFPFebruary 9, 2018
Yesterday, Congress passed a budget bill ending the “file-and-suspend” Social Security planning technique. Does it matter now when to start taking your Social Security benefit? _____ Yesterday's news headlines…
Elliott Weir, CFPNovember 3, 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
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
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
Have the movies and the media convinced you that danger lurks around every corner on Wall Street? By taking a smart approach, you can shield yourself from letting a rotten…
Elliott Weir, CFPMarch 6, 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
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