With wealth accumulated over many years and potentially a reduced capacity for decision-making, senior citizens are prime targets for criminals and others intent on stealing their hard-earned nest egg. What…
Elliott Weir, CFPNovember 25, 2013
In my last post, I covered some of the mutual fund expenses you may have missed. Now, let's cover life insurance - I know, it's no fun to talk…
Elliott Weir, CFPNovember 4, 2013
Mutual funds are a widely popular form of investing in the financial markets, and can be found in many 401(k), IRA, Roth IRA, and brokerage accounts. They can provide…
Elliott Weir, CFPOctober 28, 2013
When I look for a doctor, there are only a few "designations" to know - M.D or D.O., and maybe one indicating a specialty. For accountants, there is the…
Elliott Weir, CFPOctober 21, 2013
Today is the big finale in this series covering what I believe are the 5 key components of financial advice missing from many pre-retirement financial plans. So far, we…
Elliott Weir, CFPOctober 14, 2013
Today we continue covering what I believe are the 5 key components of financial advice missing from many pre-retirement financial plans. So far, we have covered: #1: A Clear…
Elliott Weir, CFPOctober 7, 2013
In my last post, we continued covering what I believe are the 5 key components of financial advice missing from many pre-retirement financial plans. So far, we have covered:…
Elliott Weir, CFPSeptember 30, 2013
In my last post, we started covering what I believe are the 5 key components of financial advice missing from many pre-retirement financial plans. So far, we have covered: #1:…
Elliott Weir, CFPSeptember 23, 2013
The financial services world delivers advice in many different ways to many different people. In this series of blog posts, I'd like to share with you what I believe the…
Elliott Weir, CFPSeptember 13, 2013