Alex Weiss CFP®

A collection of Insights
Michele Schulz photo

Welcome Michele!

Welcome Michele! Without further ado … drum roll please … Say hello to the newest member of the team, Michele Schulz! Most of you know by now that Jenn is expecting her second child soon and her plan is to take maternity leave until Spring 2024.  In order to continue our high level of service…

Best Meal Out

Ashley and I had the joy of being able to go on a date without our two kids this past Wednesday. We have been trying to get to a specific restaurant for over two years, but reservations were hard to come by and our time was limited to be able to sneak out. Alas –…

natalie-bounce-house

The Birthday Dash

It feels like most families have this – you have a stretch of birthdays/celebrations within a few weeks time that feels like a marathon of food, cake, and gatherings. On my side of the family, that is the month of October. But on my wife’s side, that is the end of July into early August,…

Alex-and-daughters-fathers-day-2023

A Busy Summer Ahead

This seems to be the year a lot of people are getting married! Just in our office alone, Mr. Tom Schulte is getting hitched in October and Mr. Dante Coppola ties the knot in December. Ashley and I seem to get invited to at least one wedding every other year given how large our families…

Office Reopening

We are finally opening our office after about 7 weeks of construction and many months of planning. Overall, everything went according to plan with only a few minor items still on the punch list. What we confirmed in the process is that as long as we have power and Wi-Fi, we can function – but…

Preparedness Paradox

It is springtime, well, at least this week in the Metro-Boston area and a lot of learning continues to happen in the Weiss household. It starts with Holly, our youngest, learning to take a few steps and now walking within a few short weeks. Then Natalie, our oldest, who figured out how to hug her…

napier construction

Office Construction Begins!

We have been planning for the last few months to update our office space, and the day is finally here. Our office has not been updated in a decade, so we are very excited to give it a fresh look. On Saturday, the demolition crew will begin taking down a few walls, ripping up the…

natalie-grocery

The Picture

I was reminded just the other day to make sure I took my phone out to capture a moment in time. Then I was quickly reminded how I could not, for whatever reason, capture a great picture of my lovely wife but I could capture a perfect picture of just about anyone else. Is this…

basketball

Back to Hoops

Since the start of the year, I have been trying to take a little bit of time for myself for some fun exercise. I really enjoyed participating in organized sports growing up and I wanted to get back into something like that. Since I would not be able to compete at track and football wouldn’t…

weiss-family-2023

Hello 2023

Another January 1st has come and gone which marks a fresh start to another year. 2022 had some of the highest highs in the Weiss household, but it was unfortunately matched with some pretty harsh lows. Having such a large immediate and extended family comes with pros and cons. On the bright side, you get…

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