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In the Missouri CPA Journal: Using the Super CatchUp

In the Missouri CPA Journal: Using the Super CatchUp

by Sandi Weaver | May 12, 2025 | Employee Benefits, Retirement, Taxes, Trending

Are you between the ages of 60 – 63?  The IRS has a deal for you! You can maximize tax savings and saving for retirement in your 401k or similar pensions with extra contributions. Read my article Is Your Client Perfect for the Super Catch-Up?, published in the...
“Good To Know” 4th Qtr 2023 Newsletter

“Good To Know” 4th Qtr 2023 Newsletter

by Sandi Weaver | Jan 15, 2024 | Employee Benefits, Estate Planning, Investments, Newsletter, Retirement, Taxes, Trending

Dig into our Weaver Financial 4th quarter newsletter for tips to help you make better financial decisions for your investments and your finances. See our market review on how bonds and stocks helped your portfolio last year, and what may be ahead. January is the first...
From the Missouri Society of CPAs:  Financial Literacy For Young Professionals instructional video program

From the Missouri Society of CPAs: Financial Literacy For Young Professionals instructional video program

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...
“Good To Know” 4th Qtr 2023 Newsletter

Curated Financial Planning Nuggets – An Occasional Newsletter

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...
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