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
In this new series, I'd like to spend some time addressing common myths and misconceptions about your personal finances. First up is the topic nobody likes to discuss - life…
Elliott Weir, CFPJuly 12, 2019
Whenever catastrophes happen, they provide us with a strong reminder. In a matter of minutes, our communities and livelihoods can change forever. The aftermath of a disaster can leave many…
Elliott Weir, CFPMarch 15, 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
Last September, Equifax announced that the had been compromised. The company, one of the three main credit reporting bureaus, disclosed that consumer information including names, Social Security numbers, birth dates,…
Elliott Weir, CFPApril 20, 2018
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
Don't always have access to a shredder? Want to get through your mail faster? This is a short and sweet post. Here's a (non-sponsored) plug for a tool I bought…
Elliott Weir, CFPMarch 2, 2018
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
Women face unique financial challenges as they age. When compared with men, women live longer, earn less, and spend fewer years in the workforce. Financial concerns are often more acute…
Elliott Weir, CFPNovember 3, 2017
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
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
Reasons You Should Consider Moving On Starting to doubt your financial advisor? Too often people hand money to an advisor without a shred of research. Here are ten warning signs…
Elliott Weir, CFPAugust 18, 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
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
Many financial advisers and pundits tell investors to take on as much investment risk as they can take. Is that always the best idea for you? Mary sits down with…
Elliott Weir, CFPNovember 16, 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
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
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
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