“Good To Know” 3rd Qtr 2023 Newsletter

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 smart tips for Medicare renewals. See specifics on what we do for clients for estate planning – beyond wills and trusts. How can you use the Jan. 1st change in 529 plans to benefit your kids/grandkids? Check out my two go-to professionals for college planning.