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 | Jun 15, 2026 | Investments, Trending
Do U.S.-China Relations impact the U.S. economically? Absolutely! That economic competition impacts our U.S. companies, their revenues, their corporate earnings. In June I led my Great Decisions chapter as we discussed the Foreign Policy Association’s analysis...
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 | Dec 2, 2025 | Taxes, Trending
Are you paying education expenses for K-12? Are you paying for an apprenticeship or in a vocational school? Are you paying for a professional license or for continuing education courses? Pay smarter; pay with tax advantaged dollars. Here’s my article The New...
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...
