by Sandi Weaver | Nov 18, 2020 | Retirement
Have you been furloughed, downsized, or bankrupted out of a job? If someone is near retirement, they often leap to retire now, rather than find new employment. But should they? See my article, published in the Missouri Society of CPAs’ journal, on how they can...
by Sandi Weaver | Jul 16, 2020 | Cashflow, Investments, Newsletter, Retirement, Taxes
See our Weaver Financial 2nd quarter newsletter “Good To Know” for tips to help you make better financial...
by Sandi Weaver | Jun 30, 2020 | Retirement
Two people recently asked me about the smartest way to increase savings for retirement. So here’s my article – just published in The Kansas City Star. The answer for each caller was different, based on the opportunities/workplaces they each...
by Sandi Weaver | Mar 26, 2020 | Retirement, Taxes
What positive steps can you take for your finances during a global pandemic? Morningstar Inc. recently created this video “4 Ways to Turn a Down Market to Your Advantage”. These are solid strategies to consider, and implement in the right financial situations: ...
by Sandi Weaver | Oct 28, 2019 | Investments, Retirement, Taxes
I was honored to address tax, investment, and retirement planning strategies at the Institute of Management Accountant’s KC annual conference at Park University. Bob Swisher CPA (center), was lead organizer and did an awesome job! Chris Kuehl (right),...
by Sandi Weaver | Aug 19, 2019 | Retirement
I and two other planners with the Financial Planning Association discussed social and financial options on KCUR’s Up-To-Date with host Steve Kraske and producer Danie Alexander. Here’s the podcast if you’re interested:...
