Weaver Financial

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Weaver Financial

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

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.

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.

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...

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.

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.

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.

02/05/2026

A client surprised me recently announcing he'd quit smoking! Great news! As a financial planner though, first thoughts were if we had tested his retirement projection with a scenario using a longer life expectancy. (Yes we had, and I knew we had enough $$ to last the extra years.) What if you live longer than you're planning? Use data for a realistic estimate; don't guess. Here's why. https://401kspecialistmag.com/record-u-s-life-expectancy-raises-bar-for-retirement-readiness/

Record U.S. life expectancy raises bar for retirement readiness as new CDC data show average 65-year-old will reach 85

01/15/2026

Will 2026's market look anything like 2025's boom? If you can, take advantage of one of the best tax deals - health savings accounts - use research to be smart about it. Why are 529's no longer just for college? Can you use one? Plus, the $$ payoffs can be big if you'll spend an hour with the tax return your CPA prepares for you. Read our 4th quarter 2025 newsletter to build your financial security. https://weaverfinancialplanning.com/tips-to-help-you-make-better-decisions/

Tips to help you make better decisions. Will 2026's market look anything like 2025's boom? If you can, take advantage of one of the best tax deals - health savings accounts - use research to be smart about it. Why are 529's no longer just for college? Can you use one? Plus, the $$ payoffs can be big...

12/02/2025

Are you paying education expenses for K-12? Are you paying for an apprenticeship or in a vocational school? Are you paying for a professional license or for continuing education courses? Pay smarter; pay with tax advantaged dollars. Here’s my article "The New & Improved 529 Plan – Not Just for College Anymore", published in the Missouri Society of CPA’s professional journal. https://weaverfinancialplanning.com/take-advantage-of-the-new-529-plan-its-not-just-for-college-expenses/

Take advantage of the 529 plan - not just for college expenses - but for early K-12 and career education costs. Learn what expenses qualify, and pay with tax-advantage dollars.

11/06/2025

If you can qualify to use a health savings account (HSA), it's a smart tax move. You get a deduction. Does it matter where you keep your HSA account? Yes. Keep the expenses low. Choose one of the best. Morningstar released their 2025 analysis here: https://www.morningstar.com/business/insights/research/hsa-landscape

Discover the latest HSA report insights and rankings for 2025. Understand the best practices and investment options for your health savings account.

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5410 West 61st Place, Suite 100
Mission, KS
66205

Website

http://www.weaverfinancialplanning.com/

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