by Sandi Weaver | Oct 14, 2022 | Insurance, Investments, Newsletter, Taxes, Trending
See our 3rd quarter newsletter for tips to help you make better decisions. How bad is this bear market going to get? How long? Be smart when donating to your political causes. Take steps to get a tax deduction! Have you inherited an IRA or a Roth IRA? Consider these...
by Sandi Weaver | Sep 12, 2022 | Investments, Taxes, Trending
Many clients are inheriting an IRA account or a Roth IRA account. Since the SECURE Act was passed, the period allowed to withdraw those funds has shortened for most non-spouses. How do you maximize these investments and minimize taxes? Read my article Has Your...
by Sandi Weaver | Jul 19, 2022 | Cashflow, Insurance, Investments, Newsletter, Taxes, Trending
See our Weaver Financial 2nd quarter newsletter for tips to help you make better decisions. Watch our market review. Is this bear market over? Is it time to bottom-fish and buy stocks? Are using I-bonds worth it, and if so, in what circumstances? Can you use any of...
by Sandi Weaver | Jun 29, 2022 | Estate Planning, Investments, Taxes, Trending
How do you get the most out of your inherited IRA or Roth? Many of my clients have inherited these. How do you minimize taxes? When should you distribute or withdraw the funds from the account? The Kansas City Star published my article with the step-by-step...
by Sandi Weaver | May 19, 2022 | Cashflow, Investments, Trending
It’s important to follow sound guidelines when managing your spending account. You’ll want to plan ahead, know your budget, invest appropriately, and avoid costly mistakes. Read my article, published in the Missouri Society of CPA’s professional...
