by Sandi Weaver | Mar 26, 2020 | Retirement, Taxes
What positive steps can you take for your finances during a global pandemic? Morningstar Inc. recently created this video “4 Ways to Turn a Down Market to Your Advantage”. These are solid strategies to consider, and implement in the right financial situations: ...
by Sandi Weaver | Oct 28, 2019 | Investments, Retirement, Taxes
I was honored to address tax, investment, and retirement planning strategies at the Institute of Management Accountant’s KC annual conference at Park University. Bob Swisher CPA (center), was lead organizer and did an awesome job! Chris Kuehl (right),...
