by Sandi Weaver | Sep 24, 2026 | Investments
“No, you’re not dating Jennifer Anniston!” The Kansas Department of Insurance (Securities Division) gathers us advisors to review the regulations we’re required to follow for our clients. They also impart information on scams and abuses...
by Sandi Weaver | Aug 31, 2026 | Retirement, Taxes
Our clients use retirement projections and financial plans to test the waters on a myriad of scenarios. Can they retire earlier than 65? Can they have a second home? Is moving to a luxury senior living facility feasible? My conference choice this year was to...
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....
