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“Good To Know” 4th Qtr 2023 Newsletter

“Good To Know” 4th Qtr 2023 Newsletter

by Sandi Weaver | Jan 15, 2024 | Employee Benefits, Estate Planning, Investments, Newsletter, Retirement, Taxes, Trending

Dig into our Weaver Financial 4th quarter newsletter for tips to help you make better financial decisions for your investments and your finances. See our market review on how bonds and stocks helped your portfolio last year, and what may be ahead. January is the first...
In the Missouri CPA Journal: 529 College Savings Plans Are Even More Advantageous

In the Missouri CPA Journal: 529 College Savings Plans Are Even More Advantageous

by Sandi Weaver | Nov 21, 2023 | Retirement, Taxes, Trending

Several clients have 529 college savings plans for children or grandchildren. Secure Act 2.0 allows rollovers from a 529 plan into a Roth account for these children, starting in 2024. Read my article 529 College Savings Plans Are Even More Advantageous Now, published...
“Good To Know” 4th Qtr 2023 Newsletter

“Good To Know” 3rd Qtr 2023 Newsletter

by Sandi Weaver | Oct 16, 2023 | Estate Planning, Investments, Newsletter, Taxes, Trending

See our Weaver Financial 3rd quarter newsletter for tips to help you make better financial decisions for your investments and your finances. Watch our market review to see what may be impacting stocks and bonds, what’s likely ahead. Link to a podcast with 3...
Attended FPA Symposium with past Fed president Thomas Hoenig

Attended FPA Symposium with past Fed president Thomas Hoenig

by Sandi Weaver | Aug 30, 2023 | Investments, Trending

I attended the Financial Planning Association of Kansas City’s Annual Symposium this month. The highlight? Mr. Thomas Hoenig, past president of the Kansas City Federal Reserve Bank, gave remarks which have direct impacts on our economy and investment...
“Good To Know” 4th Qtr 2023 Newsletter

“Good To Know” 2nd Qtr 2023 Newsletter

by Sandi Weaver | Jul 17, 2023 | Cashflow, Investments, Newsletter, Retirement, Taxes, Trending

See our Weaver Financial 2nd quarter newsletter for tips to help you make better financial decisions for your investments and your finances. Listen to our market review, what’s working, what’s not. Link to an excellent 529 college savings plan evaluation....
In The Kansas City Star: Here’s how college savings plans can work to your advantage

In The Kansas City Star: Here’s how college savings plans can work to your advantage

by Sandi Weaver | Jul 6, 2023 | Cashflow, Taxes, Trending

Several of my clients use 529 college savings plans for children. The Secure Act 2.0 of 2022 added a new benefit that starts in 6 months. Yahoo Finance has my article which was published by The Kansas City Star. Read here for details on how to use the new...
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