Weaver Financial

Weaver Financial We work with you on your total financial situation: on investments, retirement, taxes, and more.

When we run retirement projections with clients, social security matters. If those benefits make up 50% of our annual in...
08/27/2026

When we run retirement projections with clients, social security matters. If those benefits make up 50% of our annual income in retirement or 80% or 10%, it matters. We test that. Social security funding has been questionable for some time and is back in the headlines. Here's the latest to keep you informed and in control of your own planning. https://wickedpissahpodcast.libsyn.com/the-social-security-timeline-may-be-shorter-than-expected-so-what-does-that-mean-for-your-retirement

In this episode of Something More with Chris Boyd, Chris Boyd and Russ Ball are joined by Social Security expert Marcia Mantell to unpack the latest Trustees Report and its implications. With projections pointing to a potential shortfall by 2032, they explore what’s driving the change—and w...

Clients occasionally want to help their adult children with a downpayment on a new home or a wedding. If we have a taxa...
08/06/2026

Clients occasionally want to help their adult children with a downpayment on a new home or a wedding. If we have a taxable account in their portfolio, we can gift shares in an appreciated security into the young adult's account. They can often sell those shares and pay tax on the gain at a lower tax rate than we can. Sometimes clients opt to loan $$ to their adult children; there are good practices to follow. Here's an excellent podcast for a deeper dive into gifts vs. loans vs. renting, and the standards to follow. https://www.wealth.com/resources/podcasts/gifting-loaning-and-renting-explained/

Helping kids financially isn’t one-size-fits-all. Unpack the nuanced differences between gifting, loaning, and renting when supporting family.

Second quarter ’26 may be a repeat in terms of corporate earnings; interest rates are steady. Geopolitics remains a roll...
07/15/2026

Second quarter ’26 may be a repeat in terms of corporate earnings; interest rates are steady. Geopolitics remains a roller-coaster. What are the risks ahead for investors? Property & casualty insurance deserves your focus; here's why. Concerned that China is catching up? Learn what they're doing well and how we can use those strategies ourselves. Do you foresee taking care of an elder's finances for them? Or lining up someone to help you with your bills? Powers of attorney for financial decisions are not clean cut. Here are some tips to implement now before it's a crisis. See our 2nd quarter 2026 newsletter to build your financial security. https://weaverfinancialplanning.com/good-to-know-2nd-qtr-2026-newsletter/

Second quarter ’26 may be a repeat in terms of corporate earnings; interest rates are steady. Geopolitics remains a roller-coaster. What are the risks ahead for investors? Property & casualty insurance deserves your focus; here's why. Concerned that China is catching up? Learn what they're doing w...

Curious about crypto? Taking the plunge? We've been watching it closely for a few years now. Of course Wall Street has r...
06/19/2026

Curious about crypto? Taking the plunge? We've been watching it closely for a few years now. Of course Wall Street has research on crypto, but here's a technical review of the asset itself - what you're really buying. Thank you to our KCK Library and the Federal Reserve Bank of KC for this. https://youtu.be/QULBcrYlebo?si=dYHqM8W3YM6DTA5u

This is a recording of the Zoom program from April 30, 2026.Curio...

Powers of attorney for financial decisions, and the PoA for healthcare decisions are boring - until you need one. If yo...
05/28/2026

Powers of attorney for financial decisions, and the PoA for healthcare decisions are boring - until you need one. If you've ever tried to care for a friend or loved one without it, you know. Here's a nice primer from an area library: https://www.youtube.com/watch?v=Plcg9elkrVc

We're fortunate to have the Center for Practical Bioethics in KC who offers the PoA form for healthcare decisions and the living will form free: https://www.practicalbioethics.org/featured-resources/caring-conversations/

Many states, including Kansas and Missouri, have free powers of attorney forms for financial decisions, but an attorney's advice on those can be valuable. You don't want to give an agent rights without careful thought.

The Caring Conversations® materials will guide individuals and families through the advance care planning process with a highly individualized focus. The materials include forms for documenting who can speak for you and what treatment preferences you may have.

Medical bills can be expensive - with insurance or not. Use Uncle Sam to help you pay! NPR's podcast reviews the basics ...
05/08/2026

Medical bills can be expensive - with insurance or not. Use Uncle Sam to help you pay! NPR's podcast reviews the basics on Health Savings Accounts. But don't forget that you'll get a tax deduction if you contribute to your H.S.A. Or your employer may have a plan to contribute (so free $$ to you). When getting quotes for medical procedures, ask to pay the cash price - just to check if it makes sense to avoid running it through your insurance. Plus check Morningstar's annual Landscape report where they review the best places to open your H.S.A. https://www.npr.org/2026/04/09/nx-s1-5745203/high-deductible-health-plans-hsa-advice

If you chose a cheaper health plan, you may be stuck with some hefty medical bills until you meet your deductible. Here's how to get the most out of your plan and health savings account.

First quarter ’26 was anything but tame. What counts now for your investments? The keys are diversification and quality....
04/15/2026

First quarter ’26 was anything but tame. What counts now for your investments? The keys are diversification and quality. How you pay for medical insurance matters! Use the tax-advantaged version if you have that option. Don’t miss the OBBBA tax deductions. Are all mortgages created equal? Absolutely not. Finally, shop smart when changing insurance carriers. See our 1st quarter 2026 newsletter to build your financial security. https://weaverfinancialplanning.com/first-quarter-was-anything-but-tame-what-counts-now/

First quarter was anything but tame. What counts now for your investments. Keys? Diversification, quality. How you pay for medical insurance matters! Use the tax-free version! Don't miss the OBBA tax deductions. Are all mortgages created equal? Absolutely not. Finally, shop smart when changing insur...

Tax season is well underway. My clients and I are all thinking about taxes. Here's a solid article on things to get righ...
03/19/2026

Tax season is well underway. My clients and I are all thinking about taxes. Here's a solid article on things to get right before you file this year, and to plan out next year.

Plus, how to use your 1099 forms to improve your portfolio.

Use these strategies to save money via 529 plans by checking my article published in Nevada’s The Silver State CPA magaz...
03/09/2026

Use these strategies to save money via 529 plans by checking my article published in Nevada’s The Silver State CPA magazine. Paying tuition for kids’ K-12 school? Earning a professional or occupational license? Paying for exams, continuing education classes? Pay with tax-advantaged dollars! https://weaverfinancialplanning.com/use-these-strategies-to-saving-money-via-529-plans/

Use these strategies to saving money via 529 plans. Paying tuition for kids' K-12 school? Earning a professional license? Paying for exams, continuing education classes? Pay with tax-advantaged dollars.

It's tax time! Contributing to an IRA or a Roth is a good plan. A backdoor Roth contribution, where you first make a non...
02/27/2026

It's tax time! Contributing to an IRA or a Roth is a good plan. A backdoor Roth contribution, where you first make a non-deductible deposit into your IRA then convert, is smart tax move if you're able. But I've seen good intentions get lost by poor tax filing habits. File your 8606's! Here's an excellent podcast from Morningstar on this very topic. https://www.morningstar.com/personal-finance/avoid-this-ira-distribution-error-protect-your-retirement-cash-2?utm_medium=referral&utm_campaign=linkshare&utm_source=link

Plus, what you need to do to fix this costly tax mistake.

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Mission, KS
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