On July 7, 2019, the United States women’s national team won the FIFA World Cup by defeating the Netherlands 2-0. I'll remember this victory for many reasons, especially the amazing…
Elliott Weir, CFPAugust 23, 2019
I'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
Let's face it - Medicare can be confusing. Figuring out when to enroll, what to enroll in and what coverage will be best for you can be daunting. To help…
Elliott Weir, CFPMarch 29, 2019
A Plan Is Not The End, It’s The Beginning I met my wife Carrie when we were 18 years old and starting college. If you had asked that kid to…
Elliott Weir, CFPMarch 1, 2019
Recently I sat down with a client who will celebrate her 65th birthday next month. She wanted help sorting out her Medicare enrollment options. Letters, brochures, and other Medicare-related items…
Elliott Weir, CFPNovember 30, 2018
We’ve all heard about Warren Buffett, the 87-year-old multi-billionaire known for his friendly demeanor, modest style of living in Omaha, and remarkable ability to create wealth. How does he make…
Elliott Weir, CFPMay 18, 2018
Are Parents Investing In The Right Things? It's that time of year: the days are getting longer, the birds are beginning to sing again in the mornings, the first buds…
Elliott Weir, CFPApril 6, 2018
Weddings are a wonderful celebration and they are great for catching up with old friends. But I’ve noticed a few trends lately and I thought I would put together some…
Elliott Weir, CFPMarch 9, 2018
Myth: When evaluating your investments, a higher average rate of return always means you will have more money in the future. Fact: It's possible to have more money making 5%/year…
Elliott Weir, CFPFebruary 2, 2018
Some behavioral biases seem tailor-made to foil retirement savers. But their ill effects are smaller for those who are aware of them. Most of us are aware that a sneaky…
Elliott Weir, CFPJanuary 26, 2018
Should you incorporate any of these into your investing strategy? The January Effect The January Effect was first noticed by investment banker Sidney Wachtel in 1942 and the theory proposes…
Elliott Weir, CFPJanuary 3, 2018
The IRS wants what's coming to them... Many people who have been contributing to Individual Retirement Accounts (IRAs) for years have watched their account balances grow through tax-deferred accumulation. However,…
Elliott Weir, CFPSeptember 29, 2017
Worse for baby boomers and more worse for women It’s an unfortunate statistic that everyone knows – more than 50% of marriages will end in divorce. But it’s also…
Elliott Weir, CFPJune 23, 2017
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
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
Could a commonly used retirement "rule of thumb" unnecessarily restrict your retirement income? _____ Over the years, the "4% rule" has gained traction as the safest measurement to ensure…
Elliott Weir, CFPMarch 9, 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