by Sandi Weaver | Jun 22, 2023 | Taxes, Trending
Many clients, especially those filing married joint, no longer itemize deductions. They can still get a valuable state tax credit by donating to local charities. Read my article How Local Charities Can Enhance Your Clients’ Deductions, published in the Missouri...
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 | Feb 22, 2023 | Taxes, Trending
Even if you don’t itemize on your taxes, you can still benefit from giving to local charities. The Kansas City Star published my article Don’t itemize? Giving back to charities in Kansas, Missouri may still reduce tax bill. Click here to read...
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 | 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...
