by Sandi Weaver | Jul 15, 2026 | Estate Planning, Insurance, Investments, Newsletter, Retirement
Second quarter ’26 may be a repeat in terms of corporate earnings; interest rates are steady. Geopolitics remains a roller-coaster. What are the risks ahead for investors? Property & casualty insurance deserves your focus; here’s why. Concerned that China is...
by Sandi Weaver | Jun 15, 2026 | Investments, Trending
Do U.S.-China Relations impact the U.S. economically? Absolutely! That economic competition impacts our U.S. companies, their revenues, their corporate earnings. In June I led my Great Decisions chapter as we discussed the Foreign Policy Association’s analysis...
by Sandi Weaver | Apr 15, 2026 | Cashflow, Insurance, Investments, Newsletter, Taxes
First quarter ’26 was anything but tame. What counts now for your investments? The keys are diversification and quality. How you pay for medical insurance matters! Use the tax-advantaged version if you have that option. Don’t miss the OBBBA tax deductions....
by Sandi Weaver | Jan 15, 2026 | Insurance, Investments, Newsletter, Taxes
Will 2026’s market look anything like 2025’s boom? If you can, take advantage of one of the best tax deals – health savings accounts – use research to be smart about it. Why are 529’s no longer just for college? Can you use one? Plus, the...
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...
