by Sandi Weaver | Jun 5, 2023 | Cashflow, Investments, Retirement, Trending
How does our energy security in the U.S. affect our markets, our inflation, our economy? How does our allies’ energy security – or lack thereof – affect us? I’m a member of the Foreign Policy Association’s Great Decisions studies. I led this month’s...
by Sandi Weaver | Apr 14, 2023 | Cashflow, Investments, Newsletter, Retirement, Taxes, Trending
See our Weaver Financial 1st quarter newsletter for tips to help you make better financial decisions for your investments and your finances. Here’s our market review including what pros see ahead. Get tips to quickly stay on top of the markets each day. You can still...
by Sandi Weaver | Jan 16, 2023 | Investments, Newsletter, Taxes, Trending
See our Weaver Financial 4th quarter newsletter for tips to help you make better financial decisions based on where we are in these bond and stock markets. Here’s our market review and how future movements may impact your investment portfolio. Read our advice to CPAs...
by Sandi Weaver | Jan 6, 2023 | Investments, Retirement, Trending
I recently attended a presentation by retiring president Esther George of the Kansas City Federal Reserve Bank. She annually addresses the Central Exchange membership on our economy’s progress and potential risks. We’re fortunate to have such access to a...
by Sandi Weaver | Oct 14, 2022 | Insurance, Investments, Newsletter, Taxes, Trending
See our 3rd quarter newsletter for tips to help you make better decisions. How bad is this bear market going to get? How long? Be smart when donating to your political causes. Take steps to get a tax deduction! Have you inherited an IRA or a Roth IRA? Consider these...
by Sandi Weaver | Sep 12, 2022 | Investments, Taxes, Trending
Many clients are inheriting an IRA account or a Roth IRA account. Since the SECURE Act was passed, the period allowed to withdraw those funds has shortened for most non-spouses. How do you maximize these investments and minimize taxes? Read my article Has Your...
