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In the News

Breaking up with bad financial habits and NOT to fall in love with the stockmarket just now...

Sandi Weaver spoke on the KCUR 'Smart Money Experts' panel on February 19, 2018 with Steve Karske. 

The panel of financial planners explain healthy spending routines and investing in stocks.

Breaking up with bad financial habits and NOT to fall in love with the stockmarket just now...

Sandi Weaver spoke on the KCUR 'Smart Money Experts' panel on February 19, 2018 with Steve Karske. 

The panel of financial planners explain healthy spending routines and investing in stocks.

How Will the New Tax Bill Affect You? – Sandi Weaver, CPA, CFP®, CFA®

This was published in the Star http://www.kansascity.com/news/business/personal-finance/article19503562...

Do you have less than $11,200,000? Good news! You won’t have to pay estate taxes! But let’s assume that wasn’t worrying you before, when the cutoff was at $5 million.

What else is in that tax bill?

Are you ready for your Hurricane Harvey?

Sandi Weaver's excellent article recently appeared in the Kansas City Star and the '913' Johnson County edition.

Smart Money Experts on Trump’s Tax Proposal and End of the Year Best Practices

KCUR radio show from October 16, 2017 featuring Sandi Weaver.  While an official tax bill hasn't been presented, Republicans last month outlined a framework for a new tax code. The Smart Money Experts explain the key takeaways from the plan and how it could affect what you owe the government come April 2018.

Avoid Financial Disaster After a Natural One

KCUR Radio Show from September 26, 2017 featuring Sandi Weaver. Emergency preparedness is in the national consciousness in a big way. Today, the Smart Money Experts make a special trip to the studio to discuss preparing your family's finances for the wide-ranging effects of a natural disaster.

Listen Now

Smart Money Experts Bust Popular Financial Myths, Market Effects Of Trump's Tweets

Is gold always a safe investment? Is getting a big tax return necessarily a good thing? Can money really buy happiness? Today, our Smart Money Experts answer those questions and more as they separate financial facts from fiction. They also discuss how President Donald Trump's tweets impact the stock prices of the companies, like Nordstrom and Ford, that catch his ire.

Can you be a socially responsible investor?

From the 913 Edition of The Kansas City Star written by Sandi Weaver

Many of us are card-carrying Sierra Club members and concerned about climate change. But when it comes to our money, few of us invest our values, although we'd like to.

Read More

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.

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.

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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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