Kelly A. Weaver, CFP

12/19/2022

Wishing you and yours a very Merry Christmas!

02/15/2022

For families with a special-needs child, long-term financial planning is a must. From researching available government benefits to estate planning, learn more about what you, as a parent, can be doing to help support your child. https://blog.massmutual.com/post/financial-advice-for-special-needs-families?utm_source=facebook&utm_medium=social_hearsay&utm_content=1819396&utm_campaign=AA621891.

Parents with a disabled child must advocate for government benefits and create a financial plan for the future.

02/15/2022

Providing for a loved one with special needs requires a long-term care strategy. Here are 10 steps to help caregivers start preparing for their special-needs dependent's future.

01/27/2022

Creating a financial plan for every phase of your life is important. Here are a few tips to help you get started!

Everything changes when your financial plan includes other people. Here are a few tips for creating a family financial plan.

01/20/2022

Markets go up AND down. In times of high volatility, take a breath, and take a look at the diversification of your portfolio.

Sudden market drops point up the value of long term investing horizons and diversification.

06/30/2021

Digital assets should now be a consideration in your estate planning. Here are some quick considerations for you to think about:

1. Make an inventory of all your electronic assets, such as email accounts, credit cards and banking

2.Collect inventory of usernames and passwords and put them in a secure location where your chosen person has access

3. Review and update estate planning documents as needed
4. Continually check on service provides for updates to the TOSA

06/30/2021

Are you a business owner? Estate planning for business owners is more than wills and trusts. Learn more in this piece and reach out with any questions.

There are many estate planning strategies to explore that can help facilitate the smooth transfer of your business.

06/07/2021

Pay taxes now or later. Take a look at this article on how to choose the best retirement savings option for you.

There are several ways to save for retirement. Here's a breakdown of your choices and what they may mean for your situation.

04/29/2021

Know the rules for roth 401(k) rollovers

Rolling a Roth 401(k) into a Roth IRA is usually the optimal thing to do. Here's how.

03/04/2021

Save like a pessimist, invest like an optimist

In 1984 Jane Pauley interviewed 28-year-old Bill Gates. “Some people call you a genius,” Pauley said. “I know that might embarrass you but …” Gates deadpans. No emotion. No response. “OK, I guess that doesn’t embarrass you,” Pauley says with an awkward laugh. Again, zero reaction fro...

08/31/2020

These uncertain times are tough for us all, but I find it’s important to keep in touch and make sure people are doing ok. It’s no secret what my career is: I help people protect themselves and the ones they love. With that, I’d love to lend my knowledge to you. A lot of things are in flux and it will be important to have a plan moving forward. If you want to talk about how to bounce back from life after the pandemic, know that I am here to be a resource for you and your family. Stay safe and healthy.