by Sandi Weaver | Mar 26, 2020 | Retirement, Taxes
What positive steps can you take for your finances during a global pandemic? Morningstar Inc. recently created this video “4 Ways to Turn a Down Market to Your Advantage”. These are solid strategies to consider, and implement in the right financial situations: ...
by Sandi Weaver | Jan 15, 2020 | Newsletter
See our Weaver Financial 4Q 2019 newsletter for tips to help you make better financial decisions....
by Sandi Weaver | Jan 15, 2020 | Estate Planning
I’ll be giving two workshops at Shawnee Mission Unitarian Church in Lenexa in January – same as last year. The workshop for simple estates is at 9:15am on January 19th and is appropriate for young adults, young marrieds, young couples with children, older...
by Sandi Weaver | Nov 27, 2019 | Trending
It’s Thanksgiving! The Kansas City Star published why I’m thankful for such awesome clients and what financial planning steps they’re taking. ...
by Sandi Weaver | Oct 28, 2019 | Investments, Retirement, Taxes
I was honored to address tax, investment, and retirement planning strategies at the Institute of Management Accountant’s KC annual conference at Park University. Bob Swisher CPA (center), was lead organizer and did an awesome job! Chris Kuehl (right),...
