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
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, CFPSeptember 13, 2019
_____ 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, CFPSeptember 6, 2019
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, CFPAugust 23, 2019
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, CFPAugust 16, 2019
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, CFPAugust 9, 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
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, CFPJuly 19, 2019
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, CFPJuly 12, 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
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, CFPMay 24, 2019
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, CFPApril 26, 2019
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, CFPApril 12, 2019
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, CFPMarch 29, 2019
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, CFPMarch 15, 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
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, CFPFebruary 15, 2019