Barrister

Barrister partner, Charles Weeks, comments on questions NOT to ask your financial planner. #financialplanning #CFPPro #letsmakeaplan

In their latest Barrister Brief, Barrister partners Charles Weeks and Paul Savini, discuss Investing in Real Estate. This talk focuses on investing in individual properties, Real Estate Investment Trusts (REITs) and Mutual Funds/Exchange Traded Funds that focus on Real Estate. Further, the pair discuss the pros and cons, along with tax implications, and the risk/return tradeoff of each strategy. #financialplanning #letsmakeaplan #cfppro

We are very excited to add Branndon Nesspor to the Barrister family. Branndon comes to us from Vanguard where he served in various client service positions. #financialplanning #letsmakeaplan #cfppro

Charles Weeks, partner at Barrister, discusses the election and the markets with Michelle Dawn Mooney of The Thread SJ.

The Barrister Quarterly 3Q20. Please contact us with any thoughts/questions you may have, and feel free to pass this along to anyone who may find the information helpful.

Is Barrister’s Charles Weeks teaching a CFP exam review course or trying to figure out President Trump’s taxes?!?

Charles C. Weeks Jr., JD, CFP, Founding Partner at Barrister, along with fellow CFP Board Ambassadors, share how they help clients navigate troubling times.

Barrister Partner, Charles Weeks, sharing why Homeowner's Insurance shouldn't be overlooked.

Paul Savini, Partner at Barrister, discusses on The Thread SJ Why NOW Is The Time to Think About Long Term Care.

Charles Weeks discusses borrowing from your 401(k) during financial emergencies or even to pay down bad debt.

Barrister is excited to contribute to Thethreadsj.com. Here, Charles Weeks talks about how The CARES Act impacted 401(k) and IRA distributions and how to handle unemployment checks and taxes.

The Barrister Quarterly 2Q20. Please contact us with any thoughts/questions you may have, and feel free to pass this on to anyone who may find the information helpful.

Prepare to file your taxes by the July 15th extension with the help of a CFP professional. Review these five tips as you navigate the changes to the 2020 tax filing season #LetsMakeAPlan

If you need to buy life insurance you should make sure you understand what you are getting, and what you may be giving up.