The 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
I've received a few questions about the newly announced Tax Cuts and Jobs Act. My initial advice is - don't worry about it...yet. Like all proposed bills in Congress, the…
Elliott Weir, CFPNovember 8, 2017
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
Is the national debt a problem, a necessity, both or neither? During the last presidential election, there was a lot of talk about the national debt spiraling out of control.…
Elliott Weir, CFPJuly 21, 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
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
To some, the term estate planning conjures up images of mansions and luxury, so why can’t "regular people" afford to ignore it? _____ Note: I am NOT an attorney!…
Elliott Weir, CFPJune 9, 2014
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