by Sandi Weaver | Sep 21, 2021 | Cashflow, Employee Benefits, Estate Planning, Insurance, Investments, Retirement, Taxes
I’m actively involved with the Missouri Society of CPA’s, mostly on their Wealth and Asset Management Committee. We completed a large project this year on financial literacy for college graduates and high school students. There are 10 short instructional videos and...
by Sandi Weaver | Aug 27, 2021 | Investments, Trending
Do you want to invest sustainably? What is sustainable investing, or socially-responsble investing, or ESG investing? How do you construct a balanced, diversified investment portfolio with that? Read my article, published in the Missouri Society of CPA’s...
by Sandi Weaver | Jul 19, 2021 | Investments, Newsletter, Retirement, Taxes, Trending
See our Weaver Financial 2nd quarter newsletter for tips to help you make better financial decisions. Here’s our market and economic review, and strategies for your investment portfolio. We have a nice tax tip if you pay Missouri taxes. Want to add sustainable...
by Sandi Weaver | Jul 14, 2021 | Investments, Trending
Want to incorporate sustainable investing in your portfolio? About a third of my clients do. The Kansas City Star published my article with resources and approaches to help you do that. Click here to view: Down to business sustainably: Tools to help you invest while...
by Sandi Weaver | Jun 30, 2021 | Employee Benefits, Estate Planning, Investments, Newsletter, Retirement, Taxes, Trending
See our Weaver Financial Curated Nuggets for educational gems to help you make better financial decisions. These are articles, podcasts, and webcasts I’ve reviewed recently which I think you’ll...
