by Sandi Weaver | Oct 20, 2026 | Investments, Newsletter, Taxes, Trending
Third quarter ’26 is projected for robust corporate earnings again but that doesn’t necessarily mean that stock prices march in step anymore. Where’s the best state to own your 529 Savings plan? It matters. Have you been scammed lately? It’s...
by Sandi Weaver | Oct 6, 2026 | Taxes, Trending
Trump/530A accounts are now live! Should you be opening one for your child? Here’s my article Are Your Clients Asking You About Trump Accounts?, published in the Missouri Society of CPA’s professional...
by Sandi Weaver | Aug 31, 2026 | Retirement, Taxes
Our clients use retirement projections and financial plans to test the waters on a myriad of scenarios. Can they retire earlier than 65? Can they have a second home? Is moving to a luxury senior living facility feasible? My conference choice this year was to spend 2...
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 | Mar 9, 2026 | Taxes, Trending
Use these strategies to save money via 529 plans. Paying tuition for kids’ K-12 school? Earning a professional or occupational license? Paying for exams, continuing education classes? Pay with tax-advantaged dollars! Check my article on 529 strategies published...
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...
