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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...
In the Missouri CPA Journal: How Local Charities Can Enhance Your Client’s Deductions

In the Missouri CPA Journal: How Local Charities Can Enhance Your Client’s Deductions

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...
Leading Great Decisions Chapter on Energy Security

Leading Great Decisions Chapter on Energy Security

by Sandi Weaver | Jun 5, 2023 | Cashflow, Investments, Retirement, Trending

How does our energy security in the U.S. affect our markets, our inflation, our economy? How does our allies’ energy security – or lack thereof – affect us?  I’m a member of the Foreign Policy Association’s Great Decisions studies. I led this month’s...
“Good To Know” 1st Qtr 2023 Newsletter

“Good To Know” 1st Qtr 2023 Newsletter

by Sandi Weaver | Apr 14, 2023 | Cashflow, Investments, Newsletter, Retirement, Taxes, Trending

See our Weaver Financial 1st quarter newsletter for tips to help you make better financial decisions for your investments and your finances. Here’s our market review  including what pros see ahead. Get tips to quickly stay on top of the markets each day. You can still...
In The Kansas City Star: Here’s how college savings plans can work to your advantage

In The Kansas City Star: Don’t itemize? Giving back to charities may still reduce tax bill

by Sandi Weaver | Feb 22, 2023 | Taxes, Trending

Even if you don’t itemize on your taxes, you can still benefit from giving to local charities. The Kansas City Star published my article Don’t itemize? Giving back to charities in Kansas, Missouri may still reduce tax bill. Click here to read...
“Good To Know” 1st Qtr 2023 Newsletter

“Good To Know” 4th Qtr 2022 Newsletter

by Sandi Weaver | Jan 16, 2023 | Investments, Newsletter, Taxes, Trending

See our Weaver Financial 4th quarter newsletter for tips to help you make better financial decisions based on where we are in these bond and stock markets. Here’s our market review and how future movements may impact your investment portfolio. Read our advice to CPAs...
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