by Sandi Weaver | Oct 20, 2026 | Investments, Newsletter, Taxes, Trending
Third quarter ’26 is projected for robust corporate earnings again but that doesn’t necessarily mean that stock prices march in step anymore. Where’s the best state to own your 529 Savings plan? It matters. Have you been scammed lately? It’s...
by Sandi Weaver | Oct 6, 2026 | Taxes, Trending
Trump/530A accounts are now live! Should you be opening one for your child? Here’s my article Are Your Clients Asking You About Trump Accounts?, published in the Missouri Society of CPA’s professional...
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 we can...
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 spend 2...
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...
