by Sandi Weaver | Jun 29, 2022 | Estate Planning, Investments, Taxes, Trending
How do you get the most out of your inherited IRA or Roth? Many of my clients have inherited these. How do you minimize taxes? When should you distribute or withdraw the funds from the account? The Kansas City Star published my article with the step-by-step...
by Sandi Weaver | May 19, 2022 | Cashflow, Investments, Trending
It’s important to follow sound guidelines when managing your spending account. You’ll want to plan ahead, know your budget, invest appropriately, and avoid costly mistakes. Read my article, published in the Missouri Society of CPA’s professional...
by Sandi Weaver | Apr 15, 2022 | Cashflow, Investments, Newsletter, Taxes, Trending
See our Weaver Financial 1st quarter newsletter for tips to help you make better decisions. Watch our market review, and how it impacts your portfolio. Should you pay with a debit card, a credit card, or use tap-to-pay? Walk through steps to setup your tax payments...
by Sandi Weaver | Apr 7, 2022 | Investments, Taxes, Trending
Does how much our government borrows matter? Do high deficits cause inflation? I’m a member of the Foreign Policy Association’s Great Decisions studies. I was co-leader on this month’s discussion on Modern Monetary Theory for my Kansas City chapter....
by Sandi Weaver | Jan 14, 2022 | Insurance, Investments, Newsletter, Taxes, Trending
See our Weaver Financial 4th quarter newsletter for tips to help you make better decisions. Watch our economic and market review, and strategies for your portfolio. Want to invest sustainably? Check out our appearance on Up-To-Date’s radio show on that topic....
by Sandi Weaver | Dec 21, 2021 | Investments, Trending
I and another financial planner with the Financial Planning Association discussed investing your values on KCUR’s Up-To-Date radio show. ESG investing uses companies which rate well on environmental, social, and governance platforms. How do you find those companies...
