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From the Missouri Society of CPAs:  Financial Literacy For Young Professionals instructional video program

From the Missouri Society of CPAs: Financial Literacy For Young Professionals instructional video program

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...
“Good To Know” 2nd Qtr 2021 Newsletter

“Good To Know” 2nd Qtr 2021 Newsletter

by Sandi Weaver | Jul 19, 2021 | Investments, Newsletter, Retirement, Taxes, Trending

See our Weaver Financial 2nd quarter newsletter for tips to help you make better financial decisions. Here’s our market and economic review, and strategies for your investment portfolio. We have a nice tax tip if you pay Missouri taxes. Want to add sustainable...
“Good To Know” 2nd Qtr 2021 Newsletter

Curated Financial Planning Nuggets – An Occasional Newsletter

by Sandi Weaver | Jun 30, 2021 | Employee Benefits, Estate Planning, Investments, Newsletter, Retirement, Taxes, Trending

See our Weaver Financial Curated Nuggets for educational gems to help you make better financial decisions. These are articles, podcasts, and webcasts I’ve reviewed recently which I think you’ll...
“Good To Know” 2nd Qtr 2021 Newsletter

“Good To Know” 1st Qtr 2021 Newsletter

by Sandi Weaver | Apr 14, 2021 | Estate Planning, Insurance, Investments, Newsletter, Retirement, Taxes, Trending

See our Weaver Financial  1st quarter newsletter for tips to help you make better financial decisions based on where we are in our covid experiences. Here’s our market review, covid checkup, and impacts for your investment portfolio. Planning to travel again?...
“Good To Know” 4th Qtr 2020 Newsletter

“Good To Know” 4th Qtr 2020 Newsletter

by Sandi Weaver | Jan 15, 2021 | Investments, Newsletter, Retirement, Taxes, Trending

See our Weaver Financial  4th quarter newsletter for tips to help you make better financial decisions in light of all the changes we’re...
“Good To Know” 4th Qtr 2020 Newsletter

“Good To Know” 3rd Qtr 2020 Newsletter

by Sandi Weaver | Oct 16, 2020 | Cashflow, Insurance, Investments, Newsletter, Taxes

See our Weaver Financial 3rd quarter newsletter “Good To Know” for tips to help you make better financial...
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