Scott Weiss, CFP®, RICP® Weiss Financial Group

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About Scott Weiss, CFP®, RICP®

NAPFA-Registered Fee-Only Certified Financial Planner Helping Mid to Late Career Employees Plan For a Successful Retirement.

I help mid-career employees who are juggling simultaneously saving for college and retirement and late-career employees approaching retirement who need help making their money last in order to secure the retirement lifestyle they envision. By using a combination of comprehensive financial planning and investment management services I help my clients think through difficult financial tradeoffs and come up solutions that provide peace of mind. If you are looking for someone you can trust to explain complicated financial issues in a clear way, you’ve come to the right place.

> WHAT MAKES ME DIFFERENT

I was previously an art director at Money Magazine and Mutual Funds Magazine where I worked for nearly 12 years helping readers better understand personal finance topics. I am adept at making complex financial issues easy to understand, love solving problems, and skilled at keeping people on task to accomplish their goals. As a career changer and father of two young children, I know what it takes to care for a family while simultaneously working toward achieving personal goals. I truly enjoy collaborating with my clients and helping them live their best financial life.

> SPECIALTIES

  •    Retirement Planning
  • Investment Management
  • Approaching Retirement
  • Mid-Career
  • Retirement Income Planning
  • Life Transitions
  • Loss of Spouse
  • Dealing with an Inheritance
  • Dealing with Stock Options
  • Help with 401(k) and IRAs
  • College Education Planning
  • Cash Flow Planning

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Recently Published

Planning Income For Life: Using The Bucket Strategy in Retirement

May 21, 2018

Constructing a portfolio this way may help you ride through a bear market in retirement. The bucket approach may help you through different market cycles in retirement. This investing strategy, credited to a Florida financial planner named Harold Evensky, has simple and complex variations. It assigns fixed-income and equity investments to different “buckets” with the […]

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Are we in for another round of high oil prices?

May 16, 2018

Oil prices have a stealthy way of luring investors into the complacency of a trading range, before taking a dramatic turn on the cusp of a single geopolitical factor (often in the Middle East) or variety of coinciding factors. Supply and demand With any asset, it all comes back to the confluence of supply and […]

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The Major 2018 Federal Tax Changes

May 9, 2018

Comparing the old rules with the new. The Tax Cuts and Jobs Act made dramatic changes to federal tax law. It is worth reviewing some of these changes as 2019 approaches and households and businesses refine their income tax strategies. Income tax brackets have changed. The old 10%, 15%, 25%, 28%, 33%, 35%, and 39.6% […]

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Ideal Clients

  • Baby Boomers
  • IT Professionals
  • Public Service Employees
  • Retirement Income Planning
  • Technology Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $99+/month + $1,000+ upfront
  • AUM: 0.85%+,
  • Flat Fee: $399+

SEC Records

States Registered

  • New York

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