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James J. Speir

James J. Speir is the Founder of Speir Financial Services, LLC, providing financial and insurance services. James’ passion is to provide continuous financial guidance to individuals and families who need to secure their financial future. 

Aging & Financial Capacity: How to Detect Early Changes in Informed Decision Making

Are you concerned that your clients no longer may be able to understand the risks they seem willing to take? Do you worry that these vulnerable adults are being influence to make decisions that could be harmful to their financial well-being? Are memory problems...

What are SEP IRAs?

Many people ask, “What is a SEP IRA and is it something I should consider”? Well a simplified employee pension plan (SEP) is a deferred-compensation arrangement that is similar to a profit-sharing plan. It can be set up by employers and self-employed individuals, as...

Oh My! I’m Turning 65 Soon! What’s Next?

Turning 65 is a big life event, and thousands of baby boomers are doing it every day. Here’s what you need to know right off the bat: You must be 65 to enroll in Medicare—your spouse’s age doesn’t count. You may enroll in Medicare even if you’re not collecting Social...

Co-author: James J. Speir

Investments & Wealth Monitor:
Aging Financial Capacity: How to Detect Early Changes in Informed Decision Making

(November/December 2019)

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