Author: Jessie Weiss

Life in Transition: Part 1- How to Plan for Marriage

We all have points in our lives where it seems like we’re on the verge of a new chapter. For some, it might be a career change. For others, a new baby. Whatever transitions you’re personally facing, know this: Read more…

Collecting Social Security on a Former Spouse: What You Need to Know

Social Security is complicated enough as it is—let alone when you’re trying to navigate it in the light of a divorce or loss of a partner. Read more…

The 4 Social Security Questions I Hear the Most

Social Security is like math class: it can be intimidating and complicated, but it’s ultimately extremely beneficial when leveraged properly. Read more…

U.S. News & Report: Jessie Weiss on Older Investors Learning from Millennials

I recently had the chance to speak with U.S. News & World Report about how “Older Investors Can Learn a Lot From Millennials.” Read more…

Why Everyone 18 and Older Needs an Estate Plan

I always try to lighten the mood in client meetings when we begin to discuss the topic of estate planning. It is a heavy topic and not an easy one to talk or think about. No one wants to imagine a time in which they are incapacitated or pass away, and they certainly do not want to think of these Read more…

Should You Lease or Buy a Car? 4 Key Questions to Ask Yourself

Showing off my husband's latest (leased) ride. Fall marks the onset of the holiday season for many of us. But for car aficionados, ‘tis an entirely different type of season—it’s when new models hit dealerships. Read more…

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