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    Planning

    6 Tips for Widows to Create an Effective Estate Plan

    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, CFP
    Elliott Weir, CFPOctober 25, 2019
    Planning

    Getting Uncle Sam to Chip in For College

    I recently talked about reducing the cost of college. Another way to reduce the cost? Take advantage of the money available to many students! Many high income earners assume the…
    Elliott Weir, CFP
    Elliott Weir, CFPOctober 11, 2019
    Planning

    6 Ideas for Reducing the Cost of College

    Encourage your student to think about their future financial self It's that time of year that kids pack the U-Haul and head to college. (I'll be facing that in two…
    Elliott Weir, CFP
    Elliott Weir, CFPSeptember 13, 2019
    investmentsInvestments

    3 Myths About: Stock Markets

    _____ Today let's address some common myths and misconceptions about the U.S. stock markets. These are very common beliefs - don't feel bad if you recognize one or more of…
    Elliott Weir, CFP
    Elliott Weir, CFPSeptember 6, 2019
    economicsEconomics

    U.S. Women’s Soccer and Equal Pay

    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, CFP
    Elliott Weir, CFPAugust 23, 2019
    investmentsInvestments

    Can You Get Rich Buying IPOs?

    IPOs seem exciting. When a familiar company announces they are going public (known as an Initial Public Offering), questions sometimes come up. A client may ask, "can I make lots…
    Elliott Weir, CFP
    Elliott Weir, CFPAugust 16, 2019
    Planning

    3 Myths About: Wills and Estate Planning

    In this new series, I'd like to spend some time addressing common myths and misconceptions about your personal finances. This month let's smack down 3 myths about having a will…
    Elliott Weir, CFP
    Elliott Weir, CFPAugust 9, 2019
    insuranceInsurance

    Navigating Medicare as a Widow

    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, CFP
    Elliott Weir, CFPJuly 26, 2019
    Planning

    A Twist on Inherited Wealth: Provide Incentives

    For many affluent individuals, estate planning extends well beyond tax planning. It involves very personal decisions about the distribution of future wealth. Spendthrift trusts are sometimes used in traditional estate…
    Elliott Weir, CFP
    Elliott Weir, CFPJuly 19, 2019
    insuranceInsurance

    3 Myths About: Life Insurance

    In this new series, I'd like to spend some time addressing common myths and misconceptions about your personal finances. First up is the topic nobody likes to discuss - life…
    Elliott Weir, CFP
    Elliott Weir, CFPJuly 12, 2019
    taxesTaxes

    Cutting The Tax Bill When Selling a Widow’s Home

    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, CFP
    Elliott Weir, CFPJune 28, 2019
    Planning

    When Your Spouse Dies: Taking the Helm

    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, CFP
    Elliott Weir, CFPJune 21, 2019
    miscMiscellaneous

    Social Security Survivor Benefits – By The Numbers

    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, CFP
    Elliott Weir, CFPJune 14, 2019
    Planning

    5 Considerations For Choosing A Retirement Community

    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, CFP
    Elliott Weir, CFPMay 24, 2019
    Planning

    How to Make Your Tax Refund Work For You

    What will you do with your tax refund? You've made it through another tax season. If you are like most Americans, you will spend any tax refund you get, maybe…
    Elliott Weir, CFP
    Elliott Weir, CFPApril 26, 2019
    Planning

    Could You Use Some Extra Money Right Now?

    Would you spend 10 minutes if it could mean $1000+ to you? Recently, a potential client received a letter in the mail. It offered to help her claim thousands of…
    Elliott Weir, CFP
    Elliott Weir, CFPApril 12, 2019
    insuranceInsuranceRetirement

    7 Things You Must Know About Medicare

    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, CFP
    Elliott Weir, CFPMarch 29, 2019
    insuranceInsurance

    Shielding Your Finances from Disaster

    Whenever catastrophes happen, they provide us with a strong reminder. In a matter of minutes, our communities and livelihoods can change forever. The aftermath of a disaster can leave many…
    Elliott Weir, CFP
    Elliott Weir, CFPMarch 15, 2019
    Planning

    Planning For An Uncertain Future

    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, CFP
    Elliott Weir, CFPMarch 1, 2019
    Planning

    How to Run Background Checks on Yourself – For Free

    Most people look in a mirror before they go outside (unless you’re a teenage boy – I love you, son!). Why? Because they want to know how they look to…
    Elliott Weir, CFP
    Elliott Weir, CFPFebruary 15, 2019
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    Recent Posts

    • 6 Tips for Widows to Create an Effective Estate Plan
    • Getting Uncle Sam to Chip in For College
    • 6 Ideas for Reducing the Cost of College
    • 3 Myths About: Stock Markets
    • U.S. Women’s Soccer and Equal Pay

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    About III Financial

    Helping widowed women navigate their finances.

    Cedar Park, TX
    T: (512) 562-1905
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    Recent Posts

    • 6 Tips for Widows to Create an Effective Estate Plan
    • Getting Uncle Sam to Chip in For College
    • 6 Ideas for Reducing the Cost of College
    • 3 Myths About: Stock Markets
    • U.S. Women’s Soccer and Equal Pay

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    512-562-1905 (Phone) | 1320 Arrow Point Drive Suite 501 #TW74, Cedar Park TX 78613 | Elliott Weir, MBA, CFP® (“Adviser”) is a registered investment adviser. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by III Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. Advice may only be provided after entering into an advisory agreement with Adviser. All written content on this site is for information purposes only. Opinions expressed herein are solely those of III Financial, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. My current Disclosure Brochure is set forth on Form ADV Part 2 and is available for your review upon request.

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