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 | Apr 15, 2022 | Cashflow, Investments, Newsletter, Taxes, Trending
See our Weaver Financial 1st quarter newsletter for tips to help you make better decisions. Watch our market review, and how it impacts your portfolio. Should you pay with a debit card, a credit card, or use tap-to-pay? Walk through steps to setup your tax payments...
by Sandi Weaver | Apr 7, 2022 | Investments, Taxes, Trending
Does how much our government borrows matter? Do high deficits cause inflation? I’m a member of the Foreign Policy Association’s Great Decisions studies. I was co-leader on this month’s discussion on Modern Monetary Theory for my Kansas City chapter....
by Sandi Weaver | Jan 14, 2022 | Insurance, Investments, Newsletter, Taxes, Trending
See our Weaver Financial 4th quarter newsletter for tips to help you make better decisions. Watch our economic and market review, and strategies for your portfolio. Want to invest sustainably? Check out our appearance on Up-To-Date’s radio show on that topic....
by Sandi Weaver | Oct 15, 2021 | Cashflow, Investments, Newsletter, Taxes, Trending
See our Weaver Financial 3rd quarter newsletter for tips to help you make better decisions. Watch our economic and market review, and strategies for your portfolio. College grads, check out our video program for financial literacy, plus the resource tip to help you...
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...
