by Sandi Weaver | Oct 15, 2025 | Estate Planning, Insurance, Investments, Newsletter, Taxes, Trending
What’s the smartest way to give to charity? Read our 3Q newsletter for tax tips for your situation. Take advantage of the expanded 529 to pay expenses with tax-advantaged dollars. Is your investment portfolio set to handle this market? You need to know your net...
by Sandi Weaver | Jul 14, 2025 | Estate Planning, Investments, Newsletter, Retirement, Taxes, Trending
Want to reach retirement in good shape? Read our 2Q newsletter for tax tips to take advantage of this year’s tax changes. How should your portfolio be structured to weather this market? Working with aging parents or thinking ahead to that phase for yourself? How...
by Sandi Weaver | Apr 16, 2025 | Estate Planning, Insurance, Investments, Newsletter, Retirement, Taxes
What a crazy market we’ve had! Read our wrap on where we are, what’s ahead, what you can/should be doing with your investments. Do you know the most tax-advantaged way to give to charity? What follow-up steps should you take with your CPA to ensure you...
by Sandi Weaver | Oct 17, 2024 | Estate Planning, Insurance, Investments, Newsletter, Retirement, Taxes
Catch our 3rd quarter 2024 newsletter for insights on what’s ahead for this “never-quit” stock market. Learn how to double-up on valuable charitable giving tax credits, evaluate your ever-increasing insurance premiums, and steps to take when changing...
by Sandi Weaver | Jul 15, 2024 | Estate Planning, Investments, Newsletter, Taxes, Trending
Peruse our 2nd quarter 2024 newsletter for key economic and market highlights, and what may lie ahead. Should you rebalance your portfolio? How? Is China a viable investment? What basics should you employ to avoid being hacked? Can you optimize your 529 college...
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...
