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 | Jan 15, 2025 | Insurance, Investments, Newsletter, Taxes, Trending
Read our market assessment on what’s ahead and the risks the pros see now. How can you better position your portfolio? Do you know how and when to use a backdoor Roth? What do you do with the 529 if your child gets an awesome scholarship? Can you mitigate...
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 | Sep 19, 2024 | Insurance, Investments, Taxes, Trending
Houston was awesome last week! I attended a rock-solid symposium for their regional Financial Planning Association. We did a deep-dive into health savings accounts, 529 college savings plans, and investment alternatives, along with 5 other topics. Plus I reaped 4 good...
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 | Jul 5, 2024 | Investments, Trending
Is China a threat, or a business opportunity? Does it matter if the investments we use are investing in China? I’m a member of the Foreign Policy Association’s Great Decisions studies. I led our chapter’s discussion on U.S.-China Trade Rivalry in June. Email me...
