• HOME
  • ABOUT US
  • SERVICES
  • PHILOSOPHY
  • BLOG
  • FAQ
  • CONTACT US
Select Page
In The Kansas City Star: Don’t itemize? Giving back to charities may still reduce tax bill

In The Kansas City Star: Don’t itemize? Giving back to charities may still reduce tax bill

by Sandi Weaver | Feb 22, 2023 | Taxes, Trending

Even if you don’t itemize on your taxes, you can still benefit from giving to local charities. The Kansas City Star published my article Don’t itemize? Giving back to charities in Kansas, Missouri may still reduce tax bill. Click here to read...
“Good To Know” 4th Qtr 2022 Newsletter

“Good To Know” 4th Qtr 2022 Newsletter

by Sandi Weaver | Jan 16, 2023 | Investments, Newsletter, Taxes, Trending

See our Weaver Financial 4th quarter newsletter for tips to help you make better financial decisions based on where we are in these bond and stock markets. Here’s our market review and how future movements may impact your investment portfolio. Read our advice to CPAs...
“Good To Know” 4th Qtr 2022 Newsletter

“Good To Know” 3rd Qtr 2022 Newsletter

by Sandi Weaver | Oct 14, 2022 | Insurance, Investments, Newsletter, Taxes, Trending

See our 3rd quarter newsletter for tips to help you make better decisions. How bad is this bear market going to get? How long? Be smart when donating to your political causes. Take steps to get a tax deduction! Have you inherited an IRA or a Roth IRA? Consider these...
In the Missouri CPA Journal: Has Your Client Inherited an IRA or Roth?

In the Missouri CPA Journal: Has Your Client Inherited an IRA or Roth?

by Sandi Weaver | Sep 12, 2022 | Investments, Taxes, Trending

Many clients are inheriting an IRA account or a Roth IRA account.  Since the SECURE Act was passed, the period allowed to withdraw those funds has shortened for most non-spouses.  How do you maximize these investments and minimize taxes?  Read my article Has Your...
“Good To Know” 4th Qtr 2022 Newsletter

“Good To Know” 2nd Qtr 2022 Newsletter

by Sandi Weaver | Jul 19, 2022 | Cashflow, Insurance, Investments, Newsletter, Taxes, Trending

See our Weaver Financial 2nd quarter newsletter for tips to help you make better decisions. Watch our market review.  Is this bear market over? Is it time to bottom-fish and buy stocks? Are using I-bonds worth it, and if so, in what circumstances? Can you use any of...
In The Kansas City Star: Don’t itemize? Giving back to charities may still reduce tax bill

In The Kansas City Star: Maximize your inherited IRA or Roth

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...
« Older Entries
Copyright © 2023 Weaver Financial, All Rights Reserved