Weaver Financial Planning
  • HOME
  • ABOUT US
  • SERVICES
  • PHILOSOPHY
  • BLOG
  • FAQ
  • CONTACT US
Select Page
In the Missouri CPA Journal: Working With Clients To Invest Sustainably

In the Missouri CPA Journal: Working With Clients To Invest Sustainably

by Sandi Weaver | Aug 27, 2021 | Investments, Trending

Do you want to invest sustainably? What is sustainable investing, or socially-responsble investing, or ESG investing? How do you construct a balanced, diversified investment portfolio with that? Read my article, published in the Missouri Society of CPA’s...
“Good To Know” 2nd Qtr 2021 Newsletter

“Good To Know” 2nd Qtr 2021 Newsletter

by Sandi Weaver | Jul 19, 2021 | Investments, Newsletter, Retirement, Taxes, Trending

See our Weaver Financial 2nd quarter newsletter for tips to help you make better financial decisions. Here’s our market and economic review, and strategies for your investment portfolio. We have a nice tax tip if you pay Missouri taxes. Want to add sustainable...
In The Kansas City Star: Down to business sustainably

In The Kansas City Star: Down to business sustainably

by Sandi Weaver | Jul 14, 2021 | Investments, Trending

Want to incorporate sustainable investing in your portfolio? About a third of my clients do. The Kansas City Star published my article with resources and approaches to help you do that. Click here to view: Down to business sustainably: Tools to help you invest while...
“Good To Know” 2nd Qtr 2021 Newsletter

Curated Financial Planning Nuggets – An Occasional Newsletter

by Sandi Weaver | Jun 30, 2021 | Employee Benefits, Estate Planning, Investments, Newsletter, Retirement, Taxes, Trending

See our Weaver Financial Curated Nuggets for educational gems to help you make better financial decisions. These are articles, podcasts, and webcasts I’ve reviewed recently which I think you’ll...
On KCUR Up-To-Date radio: The Economy is Reopening! Is it time to spend, or save for your future?

On KCUR Up-To-Date radio: The Economy is Reopening! Is it time to spend, or save for your future?

by Sandi Weaver | Jun 22, 2021 | Cashflow, Trending

I and another financial planner with the Financial Planning Association discussed inflation, our reopening economy, and how to balance the pull to spend with the caution to save on KCUR’s Up-To-Date radio show, with guest host Brian Ellison assisted by producer Danie...
“Good To Know” 2nd Qtr 2021 Newsletter

“Good To Know” 1st Qtr 2021 Newsletter

by Sandi Weaver | Apr 14, 2021 | Estate Planning, Insurance, Investments, Newsletter, Retirement, Taxes, Trending

See our Weaver Financial  1st quarter newsletter for tips to help you make better financial decisions based on where we are in our covid experiences. Here’s our market review, covid checkup, and impacts for your investment portfolio. Planning to travel again?...
« Older Entries
Next Entries »
Copyright © 2023 Weaver Financial, All Rights Reserved