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    miscMiscellaneous

    QUIZ: Widowed Women by the (Surprising) Numbers

    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, CFP
    Elliott Weir, CFPJanuary 18, 2019
    Personal

    Parting Thoughts for 2018

    Today's post is a little different. Most posts aim to pass on useful information or make your life better. Instead, here's what's bouncing around in my head as we wrap…
    Elliott Weir, CFP
    Elliott Weir, CFPDecember 21, 2018
    investmentsInvestments

    Why Market Corrections are Healthy and Beneficial

    They Can Keep Bubbles From Forming - Just Be Ready for Them! With the stock market’s historic growth that began in early 2009, many believe a 10% pullback may be…
    Elliott Weir, CFP
    Elliott Weir, CFPDecember 14, 2018
    insuranceInsurance

    Pay Attention to Medicare When Turning 65 to Avoid Painful Surprises

    Recently I sat down with a client who will celebrate her 65th birthday next month. She wanted help sorting out her Medicare enrollment options. Letters, brochures, and other Medicare-related items…
    Elliott Weir, CFP
    Elliott Weir, CFPNovember 30, 2018
    investmentsInvestments

    Bank CDs and Mattresses vs. Inflation – Which Wins?

    The Stock Market Beats All Three Over Long Periods of Time Tempted to stash your money in a bank CD? Or maybe under your mattress? Think either one of them…
    Elliott Weir, CFP
    Elliott Weir, CFPJune 1, 2018
    economicsEconomics

    Warren Buffett’s Approach, History and Thoughts

    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, CFP
    Elliott Weir, CFPMay 18, 2018
    economicsEconomics

    The 2008 Financial Crisis Lingers On For Single Women

    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, CFP
    Elliott Weir, CFPMay 4, 2018
    watch for clownsAdviser Selection

    Your Adviser Has More On You than Equifax

    Last September, Equifax announced that the had been compromised. The company, one of the three main credit reporting bureaus, disclosed that consumer information including names, Social Security numbers, birth dates,…
    Elliott Weir, CFP
    Elliott Weir, CFPApril 20, 2018
    familyFamily

    Do Your Kids Want Toys or Experiences?

    Are Parents Investing In The Right Things? It's that time of year: the days are getting longer, the birds are beginning to sing again in the mornings, the first buds…
    Elliott Weir, CFP
    Elliott Weir, CFPApril 6, 2018
    Planning

    You Need Advance Directives (Whatever Your Age)

    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, CFP
    Elliott Weir, CFPMarch 23, 2018
    investmentsFamilyInvestmentsRetirement

    Destination Wedding or Fully Funded Retirement?

    Weddings are a wonderful celebration and they are great for catching up with old friends. But I’ve noticed a few trends lately and I thought I would put together some…
    Elliott Weir, CFP
    Elliott Weir, CFPMarch 9, 2018
    miscMiscellaneous

    A $10 Way To Protect Your Identity

    Don't always have access to a shredder? Want to get through your mail faster? This is a short and sweet post. Here's a (non-sponsored) plug for a tool I bought…
    Elliott Weir, CFP
    Elliott Weir, CFPMarch 2, 2018
    economicsEconomicsInvestments

    Why Does Inflation Make Stock Prices Fall?

    Stock markets have been on a wild ride recently, plunging one day and then soaring the next. Pundits have offered many reasons for the biggest stock market swoon in two…
    Elliott Weir, CFP
    Elliott Weir, CFPFebruary 23, 2018
    miscMiscellaneous

    What If You Could Invest In The Olympics?

    The 2018 Winter Olympics kicked off on February 7th and end on Sunday, February 25th. PyeongChang, South Korea will play host to over 90 countries at 13 venues where over 2,800…
    Elliott Weir, CFP
    Elliott Weir, CFPFebruary 15, 2018
    watch for clownsAdviser Selection

    4 Ways Financial Planners Are Like You

    Many people hesitate to seek out financial planners’ advice for fear of judgment. Why’d you blow that paycheck? Why’d you invest in that? You’ve saved what for retirement? Others wait…
    Elliott Weir, CFP
    Elliott Weir, CFPFebruary 9, 2018
    investmentsInvestments

    Yes, It’s True – 5% Can Be Better than 20%

    Myth: When evaluating your investments, a higher average rate of return always means you will have more money in the future. Fact: It's possible to have more money making 5%/year…
    Elliott Weir, CFP
    Elliott Weir, CFPFebruary 2, 2018
    PersonalPlanning

    5 Huge Savings Traps

    Some behavioral biases seem tailor-made to foil retirement savers. But their ill effects are smaller for those who are aware of them. Most of us are aware that a sneaky…
    Elliott Weir, CFP
    Elliott Weir, CFPJanuary 26, 2018
    familyFamily

    A Caregiver’s Guide to Medication Management

    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, CFP
    Elliott Weir, CFPJanuary 12, 2018
    investmentsInvestments

    The January Effect, Santa Rally, December Effect and Monkeys

    Should you incorporate any of these into your investing strategy? The January Effect The January Effect was first noticed by investment banker Sidney Wachtel in 1942 and the theory proposes…
    Elliott Weir, CFP
    Elliott Weir, CFPJanuary 3, 2018
    investmentsFamilyInvestments

    Protecting the Aging Brain From Senior Scams

    Old age should come with a caution label for many reasons. Most of us expect to live longer than our parents or grandparents. And with longer life come difficulties –…
    Elliott Weir, CFP
    Elliott Weir, CFPNovember 17, 2017
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