by Sandi Weaver | Sep 19, 2024 | Insurance, Investments, Taxes, Trending
Houston was awesome last week! I attended a rock-solid symposium for their regional Financial Planning Association. We did a deep-dive into health savings accounts, 529 college savings plans, and investment alternatives, along with 5 other topics. Plus I reaped 4 good...
by Sandi Weaver | Aug 28, 2024 | Cashflow, Insurance, Retirement, Taxes
How can you better evaluate critical decisions? Read my article here, published in The Kansas City Star and picked up by Yahoo Finance, to see what decisions we analyze for clients, plus some tools you can use yourself. Having information helps clients evaluate their...
by Sandi Weaver | Apr 15, 2024 | Insurance, Investments, Newsletter, Taxes
Dig into our Weaver Financial 1st quarter newsletter for tips to help you make better financial decisions for your investments and your finances. See our market review on an (too?) outstanding performance from stocks and what the pros are seeing ahead. It can go...
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...
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...
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....
