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
The pictures are heartbreaking as entire neighborhoods were burned beyond recognition in the city of Santa Rosa, California and surrounding towns. More than two dozen fast-moving and huge wildfires swept…
Elliott Weir, CFPOctober 27, 2017
I'm exhausted. The recent news cycle of hurricanes, mass shootings, and political battles can make us weary and disengaged. We should not use this as an excuse to do nothing,…
Elliott Weir, CFPOctober 6, 2017
The IRS wants what's coming to them... Many people who have been contributing to Individual Retirement Accounts (IRAs) for years have watched their account balances grow through tax-deferred accumulation. However,…
Elliott Weir, CFPSeptember 29, 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
Take these steps to prevent criminal use of your identity! You have probably heard and read a lot about the recent security breach at Equifax, one of the three major…
Elliott Weir, CFPSeptember 12, 2017
The uphill battle against our own minds Humans like to think that every decision we make has a completely rational basis. We believe good reasons exist for the food we…
Elliott Weir, CFPSeptember 8, 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
Strap on your egghead hat and let's review another reason to invest outside the U.S.! For the first half of 2017, if you invested overseas, you were rewarded more so…
Elliott Weir, CFPAugust 25, 2017
Reasons You Should Consider Moving On Starting to doubt your financial advisor? Too often people hand money to an advisor without a shred of research. Here are ten warning signs…
Elliott Weir, CFPAugust 18, 2017
Reach out and help, no matter where you live Life in today’s America commonly finds families strewn across states and even scattered from one end of the continent to the…
Elliott Weir, CFPAugust 11, 2017
Your favorite charity can benefit from your savvy planning! For millions of Americans, "charity begins at home." Many have decided to make a difference by donating money to local religious,…
Elliott Weir, CFPAugust 4, 2017
Is the national debt a problem, a necessity, both or neither? During the last presidential election, there was a lot of talk about the national debt spiraling out of control.…
Elliott Weir, CFPJuly 21, 2017
Can single parents get ahead financially? Raising children without a partner can be challenging—emotionally, physically, and financially. Challenged by the work involved in earning a living and caring for children,…
Elliott Weir, CFPJuly 14, 2017
Will your adult children spend your money before you do? A Parent's Dilemma Ann may run out of money. Her deceased husband Ed and she saved prudently. Those savings and…
Elliott Weir, CFPJuly 7, 2017
Worse for baby boomers and more worse for women It’s an unfortunate statistic that everyone knows – more than 50% of marriages will end in divorce. But it’s also…
Elliott Weir, CFPJune 23, 2017
Suppose an elderly family member becomes incapacitated and has made no arrangements for such a situation. Advance directives are legal instructions that express a person’s wishes regarding financial and health…
Elliott Weir, CFPJune 16, 2017
(you'll see that the blog headline is a bad pun) So, it’s been a little over a year since my last blog post here, but now I'm back. It…
Elliott Weir, CFPJune 9, 2017
Many financial advisers and pundits tell investors to take on as much investment risk as they can take. Is that always the best idea for you? Mary sits down with…
Elliott Weir, CFPNovember 16, 2015