Elliott Weir – III Financial
     
     
  • Working Together
    • What You Deserve
    • How It Happens
    • What You Get
    • Get Started
  • Choose Wisely
    • Adviser Independence
    • No Bozos
    • How Is the Piper Paid?
  • Designed for You
    • Make It Easier
    • FAQ
    • Service Plans / Fees
  • Take Action!
  • Blog
Elliott Weir – III Financial
Elliott Weir – III Financial
     
  • Working Together
    • What You Deserve
    • How It Happens
    • What You Get
    • Get Started
  • Choose Wisely
    • Adviser Independence
    • No Bozos
    • How Is the Piper Paid?
  • Designed for You
    • Make It Easier
    • FAQ
    • Service Plans / Fees
  • Take Action!
  • Blog

The WidowFinance Blog

post image
07Oct
Five Things Your Financial Advice May Be Missing (#4)
Read more
post image
30Sep
Five Things Your Financial Advice May Be Missing (#3)
Read more
post image
23Sep
Five Things Your Financial Advice May Be Missing (#2)
Read more
post image
13Sep
Five Things Your Financial Advice May Be Missing (#1)
Read more
26Jul
Stay tuned…
Read more

Sign Up Now!

Get my (mostly) weekly financial tips and information delivered straight to your inbox.

Subscribe Now

Topics
Tags
annuity asset selection cash flow charity college debt divorce elder care estate expenses fiduciary housing identity insurance IRA medicare organization parents personal finance protection psychology refund retirement RMD savings security social security taxes widow women
Recent posts
  • 01Nov
    3 Don’t Miss Articles – November 2019 Articles
  • 25Oct
    6 Tips for Widows to Create an Effective Estate Plan Planning
  • 11Oct
    Getting Uncle Sam to Chip in For College Planning
Recent Tweets

  • @MichaelKitces @MoneyGuidePro I wonder if there will be a bump back up once a vaccine is released?

    2 days ago

  • Pro tip for those marketing to RIAs: If your email includes the phrase "top producers" (especially in the subject)… https://t.co/798KTHppbZ

    2 weeks ago

  • It was only a matter of time. 🤣 https://t.co/KrPy2gWYTS

    3 weeks ago

  • @MichaelKitces That totally sounds like me! Tech and productivity are hobbies (sad).

    1 month ago

Sign Up Now!

Get my (mostly) weekly financial tips and information delivered straight to your inbox.

Subscribe Now

  • Prev
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
Media Mentions

Recent Tweets

  • @MichaelKitces @MoneyGuidePro I wonder if there will be a bump back up once a vaccine is released?

    2 days ago

  • Pro tip for those marketing to RIAs: If your email includes the phrase "top producers" (especially in the subject)… https://t.co/798KTHppbZ

    2 weeks ago
Recent Posts
  • 3 Don’t Miss Articles – November 2019
  • 6 Tips for Widows to Create an Effective Estate Plan
  • Getting Uncle Sam to Chip in For College
  • 3 Don’t Miss Articles – October 2019
  • 6 Ideas for Reducing the Cost of College
Industry

cfp logo

brokercheck
  • Working Together
  • Choose Wisely
  • Designed for You
  • Take Action!
  • Blog
III Financial © 2020. 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. Privacy Policy