by Sandi Weaver | Apr 16, 2025 | Estate Planning, Insurance, Investments, Newsletter, Retirement, Taxes
What a crazy market we’ve had! Read our wrap on where we are, what’s ahead, what you can/should be doing with your investments. Do you know the most tax-advantaged way to give to charity? What follow-up steps should you take with your CPA to ensure you...
by Sandi Weaver | Jan 15, 2025 | Insurance, Investments, Newsletter, Taxes, Trending
Read our market assessment on what’s ahead and the risks the pros see now. How can you better position your portfolio? Do you know how and when to use a backdoor Roth? What do you do with the 529 if your child gets an awesome scholarship? Can you mitigate...
by Sandi Weaver | Oct 17, 2024 | Estate Planning, Insurance, Investments, Newsletter, Retirement, Taxes
Catch our 3rd quarter 2024 newsletter for insights on what’s ahead for this “never-quit” stock market. Learn how to double-up on valuable charitable giving tax credits, evaluate your ever-increasing insurance premiums, and steps to take when changing...
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...
