Taxes Cutting The Tax Bill When Selling a Widow’s HomeThe loss of a spouse brings on a lot of decisions. A key question many widows consider is - should I sell the home or stay? Some think about selling…Elliott Weir, CFPJune 28, 2019
Planning 5 Considerations For Choosing A Retirement CommunityI'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