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 | Sep 4, 2025 | Taxes, Trending
529 accounts are no longer just for college, and no longer just for young folks. Read my article published in The Kansas City Star “You now have more options to use educational savings accounts: What to know”. You’ll see how to save money when paying...
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 | May 12, 2025 | Employee Benefits, Retirement, Taxes, Trending
Are you between the ages of 60 – 63? The IRS has a deal for you! You can maximize tax savings and saving for retirement in your 401k or similar pensions with extra contributions. Read my article Is Your Client Perfect for the Super Catch-Up?, published in the...
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...
