by Sandi Weaver | Nov 21, 2023 | Retirement, Taxes, Trending
Several clients have 529 college savings plans for children or grandchildren. Secure Act 2.0 allows rollovers from a 529 plan into a Roth account for these children, starting in 2024. Read my article 529 College Savings Plans Are Even More Advantageous Now, published...
by Sandi Weaver | Jul 17, 2023 | Cashflow, Investments, Newsletter, Retirement, Taxes, Trending
See our Weaver Financial 2nd quarter newsletter for tips to help you make better financial decisions for your investments and your finances. Listen to our market review, what’s working, what’s not. Link to an excellent 529 college savings plan evaluation....
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 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 | 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...
