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
Understanding the benefits available under Medicare as a widow can be daunting. You may struggle to understand how to leverage this important insurance coverage. Can you enroll in Medicare even…
Elliott Weir, CFPJuly 26, 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
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
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
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
For many Americans, the financial crisis that plunged the global economy into recession a decade ago may seem like a distant memory. Household net worth – the difference between assets…
Elliott Weir, CFPMay 4, 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
As your loved one ages, he or she may require medication for health conditions. He or she may also take over-the-counter pills, vitamins, herbs, and dietary supplements. While each medication…
Elliott Weir, CFPJanuary 12, 2018
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