by Sandi Weaver | Jul 15, 2026 | Estate Planning, Insurance, Investments, Newsletter, Retirement
Second quarter ’26 may be a repeat in terms of corporate earnings; interest rates are steady. Geopolitics remains a roller-coaster. What are the risks ahead for investors? Property & casualty insurance deserves your focus; here’s why. Concerned that China is...
by Sandi Weaver | Jun 15, 2026 | Investments, Trending
Do U.S.-China Relations impact the U.S. economically? Absolutely! That economic competition impacts our U.S. companies, their revenues, their corporate earnings. In June I led my Great Decisions chapter as we discussed the Foreign Policy Association’s analysis...
by Sandi Weaver | Apr 15, 2026 | Cashflow, Insurance, Investments, Newsletter, Taxes
First quarter ’26 was anything but tame. What counts now for your investments? The keys are diversification and quality. How you pay for medical insurance matters! Use the tax-advantaged version if you have that option. Don’t miss the OBBBA tax deductions....
by Sandi Weaver | Mar 9, 2026 | Taxes, Trending
Use these strategies to save money via 529 plans. Paying tuition for kids’ K-12 school? Earning a professional or occupational license? Paying for exams, continuing education classes? Pay with tax-advantaged dollars! Check my article on 529 strategies published...
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...
