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
Few investment questions stir up more debate than whether it is better to invest with managers trying to beat an index ("active managers") or better to simply track the index…
Elliott Weir, CFPMay 14, 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
Do you find yourself comparing your portfolio performance to the S&P 500 and NASDAQ performance you hear in so many places? Is that the best yardstick to see if you…
Elliott Weir, CFPFebruary 28, 2014
Some authors and pundits believe that the retirement of Baby Boomers from the workforce will have dire consequences on the stock market since they will be selling, not buying. How…
Elliott Weir, CFPDecember 9, 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
How can you get and stay motivated to save much for the future if you envision yourself with some sort of income until the day you die? Simply put, because…
Elliott Weir, CFPNovember 11, 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
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