by Sandi Weaver | Jan 15, 2026 | Insurance, Investments, Newsletter, Taxes
Will 2026’s market look anything like 2025’s boom? If you can, take advantage of one of the best tax deals – health savings accounts – use research to be smart about it. Why are 529’s no longer just for college? Can you use one? Plus, the...
by Sandi Weaver | Dec 2, 2025 | Taxes, Trending
Are you paying education expenses for K-12? Are you paying for an apprenticeship or in a vocational school? Are you paying for a professional license or for continuing education courses? Pay smarter; pay with tax advantaged dollars. Here’s my article The New...
by Sandi Weaver | Oct 15, 2025 | Estate Planning, Insurance, Investments, Newsletter, Taxes, Trending
What’s the smartest way to give to charity? Read our 3Q newsletter for tax tips for your situation. Take advantage of the expanded 529 to pay expenses with tax-advantaged dollars. Is your investment portfolio set to handle this market? You need to know your net...
by Sandi Weaver | Sep 4, 2025 | Taxes, Trending
529 accounts are no longer just for college, and no longer just for young folks. Read my article published in The Kansas City Star “You now have more options to use educational savings accounts: What to know”. You’ll see how to save money when paying...
by Sandi Weaver | Jul 14, 2025 | Estate Planning, Investments, Newsletter, Retirement, Taxes, Trending
Want to reach retirement in good shape? Read our 2Q newsletter for tax tips to take advantage of this year’s tax changes. How should your portfolio be structured to weather this market? Working with aging parents or thinking ahead to that phase for yourself? How...
