by Sandi Weaver | Jan 15, 2024 | Employee Benefits, Estate Planning, Investments, Newsletter, Retirement, Taxes, Trending
Dig into our Weaver Financial 4th quarter newsletter for tips to help you make better financial decisions for your investments and your finances. See our market review on how bonds and stocks helped your portfolio last year, and what may be ahead. January is the first...
by Sandi Weaver | Oct 16, 2023 | Estate Planning, Investments, Newsletter, Taxes, Trending
See our Weaver Financial 3rd quarter newsletter for tips to help you make better financial decisions for your investments and your finances. Watch our market review to see what may be impacting stocks and bonds, what’s likely ahead. Link to a podcast with 3...
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?...