by Sandi Weaver | Jun 29, 2022 | Estate Planning, Investments, Taxes, Trending
How do you get the most out of your inherited IRA or Roth? Many of my clients have inherited these. How do you minimize taxes? When should you distribute or withdraw the funds from the account? The Kansas City Star published my article with the step-by-step...
by Sandi Weaver | Sep 21, 2021 | Cashflow, Employee Benefits, Estate Planning, Insurance, Investments, Retirement, Taxes
I’m actively involved with the Missouri Society of CPA’s, mostly on their Wealth and Asset Management Committee. We completed a large project this year on financial literacy for college graduates and high school students. There are 10 short instructional videos and...
by Sandi Weaver | Jun 30, 2021 | Employee Benefits, Estate Planning, Investments, Newsletter, Retirement, Taxes, Trending
See our Weaver Financial Curated Nuggets for educational gems to help you make better financial decisions. These are articles, podcasts, and webcasts I’ve reviewed recently which I think you’ll...
by Sandi Weaver | Apr 14, 2021 | Estate Planning, Insurance, Investments, Newsletter, Retirement, Taxes, Trending
See our Weaver Financial 1st quarter newsletter for tips to help you make better financial decisions based on where we are in our covid experiences. Here’s our market review, covid checkup, and impacts for your investment portfolio. Planning to travel again?...
by Sandi Weaver | Jan 15, 2020 | Estate Planning
I’ll be giving two workshops at Shawnee Mission Unitarian Church in Lenexa in January – same as last year. The workshop for simple estates is at 9:15am on January 19th and is appropriate for young adults, young marrieds, young couples with children, older...
