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...
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...
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...
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....
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...
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...
