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Smart Money Experts On Financial Wellness Gender Gap

Several factors influence a person's financial health: age, career choice, dependents ... but gender? According to a 2016 report by Financial Finesse, a firm that manages financial wellness programs for employers, women are not as financially secure in the long-term when compared to their male counterparts, especially among millennials.

The Markets and Your Money – Sandi Weaver, CPA, CFP®, CFA®

We’ve had quite a run lately, but perhaps this bullet train is slowing some. The stock market’s S&P 500 companies pulled in a 6% return this quarter, on the heels of 3% returns in both the 3rd and 4th quarters of 2016. Compare these to the prior 2% and 1% quarterly returns early in 2016, and you can see growth is back.

A Common Insurance Planning Mistake – Rey Arellano, CFP®

Although often overlooked, insurance planning is a fundamental aspect of being financially sound. Usually, people do not like to talk about insurance because it involves losing something, i.e., wrecking your car, an injury preventing you from working, or the loss of your property. However, being underinsured (or in some cases over insured) could be a costly mistake that can easily be avoided with proper planning. The following is an example of how analyzing a policy led us to saving clients’ money and making sure they were properly insured.

2nd Quarter 2017 Newsletter

This newsletter gives a warm tribute to the passing of Alex Petrovic, Jr.

  • Sandi discusses ‘The Markets and Your Money’
  • Jim give us a ‘Market Recap’
  • Sandi asks, ‘Is your Child Graduating Soon?”

Read more

Will you Win with Trump Tax Changes?

We’ve heard the huzzahs about President Trumps’ tax changes, but little detail. Here’s a synopsis by which you can consider some smart money moves.

From the Kansas City Star 913 -  dated 4/17/2017

Smart Money Experts on Stretching Your Retirement Savings

Even if you enjoy your career, you likely plan on permanently leaving the workforce at some point. With longer life expectancy rates, and shrinking stability in government pension programs, hopeful retirees are right to be concerned about the financial viability of doing so.

KCUR Radio Broadcast aired on February 17, 2017 featuring Sandi Weaver

1st Quarter 2017 Newsletter

It is winter! The snow is pretty if you don't have too drive in it, if it isn't melting or it doesn't need to be shoveled.

  • Alex II discusses the market and surprises from 2016 and surprises to come.
  • Alex III discusses 2016 Tax Reporting Update.
  • Sandi discusses life with Donald Trump.
  • Rey discusses how technology could affect retirement.

Read more

Market Update and Surprises

I’m not talking about the Trump election victory, I am talking about the Chicago Cubs winning the World Series on November 2nd. The Cubs won game seven in the tenth inning and broke the most epic drought in sports history. The Cubs had not won a World Series in 108 years.

Life with Donald Trump


We have a new president, one who will surely shake things up. He is more businessman than politician. He tweets more than he holds news conferences. How does this affect you?

Technology and Retirement

This is an exciting time for retirees when it comes to technology. It seems like every few months there is some new widget or thingamabob that younger generations are going crazy about. And although new technology might seem intimidating at first, these technologies could directly improve your retirement. The following are a few examples:


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Petrovic Weaver Financial Services is an independent SEC Registered Investment Advisory firm​

The copyright and trademark of The Foundation Freedom Formula are not affiliated with Raymond James Financial Services, Inc. TM & © 2007. The Financial Coach, Inc. All rights reserved.

Five Star Wealth Manager Award

Alex Petrovic, CFP® is a three-time award winner (2012, 2014 & 2015). The award's criteria are 1) credentialed as an investment advisory representative (IAR) or a registered investment advisor; 2) actively employed as a credentialed professional in the financial services industry for a minimum of five years; 3) favorable regulatory and complaint history review; 4) fulfilled their firm review based on internal firm standards; 5) accepting new clients; 6) one-year client retention rate; 7) five-year client retention rate; 8) non-institutionalized discretionary and/or nondiscretionary client assets administered; 9) number of client households served; 10) educational and professional designations. This award is bestowed by Five Star Professional, an independent third party organization.  

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