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
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
One of the most difficult experiences in life is when a spouse dies. While grieving the loss of your partner, you may also feel overwhelmed by the important financial decisions…
Elliott Weir, CFPJune 21, 2019
The Social Security survivor benefits program provides a lifeline to over 3 million Americans each year. Here are a few statistics that may surprise you about the survivor benefits program:…
Elliott Weir, CFPJune 14, 2019
In researching a different blog post this week, I went down a Google rabbit hole. Instead of memes or Reddit posts, my rabbit hole consisted of statistics about widows that…
Elliott Weir, CFPJanuary 18, 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
When you lose your spouse, evaluating your finances may take a back seat to more pressing concerns. But even amid the grief that accompanies the death of a loved one,…
Elliott Weir, CFPSeptember 22, 2017
Will you be prepared? Will your family be prepared? That horrible phone call comes: A loved one is in critical condition. Or has passed away. You are a mom, dad,…
Elliott Weir, CFPSeptember 1, 2017
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
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
How much do you know about the financial planning and preparations your parents have completed? It can be an uncomfortable conversation, but making the effort NOW can pay off for…
Elliott Weir, CFPDecember 16, 2013