Financial Planning News – 529 Plans and Qualified Charitable Distributions – Alex III
On December 18 the Bipartisan Budget Act of 2015 was signed. Included in the legislation were a couple of minor, but...
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Fiduciaries and Sweaters? – Alex
--Suitability means selling you a sweater that fits. Fiduciary duty means it actually has to look good on you.-- Ever...
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2015 Tax Reporting Update
For those clients who transferred their accounts from Schwab to Raymond James in 2015, please be aware you will receive...
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PWFS First Quarter 2016 Newsletter
We have 3 good articles in this edition. Sandi reviews last year's markets and gives a preview of 2016. Alex writes...
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Despite Wall Street’s 2016 slide, don’t ‘head for the hills’ just yet
Has Wall Street got you scared, or just worried? In the first two weeks of the new year, according to various reports...
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Financial planning firms 'raise the bar' with merger, succession plans
Founded on Kansas City's Country Club Plaza in 2002, Petrovic Financial Services now has a new brand name for the firm...
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Year End Planning and Higher Interest Rates
KCUR Radio Broadcast featuring Sandi Weaver Listen Now
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First PWFS Newsletter! - November 2015
In this edition, you'll find an update regarding the merger of Financial Security Advisors and Petrovic Financial...
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Closing Two Social Security “Loopholes” in 2015 & 2016
The Bipartisan Budget Act of 2015, which went into effect November 2, is closing two important Social Security...
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3 Tips for a Successful Exit Strategy
Start by understanding what your ideal outcomes are. As a certified financial planner, Sandi Weaver is used to taking...
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Selecting a Financial Planner to Manage your Money
KCUR Radio Broadcast featuring Sandi Weaver & Alex Petrovic Experts say financial planning is often key to financial...
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Retiring is Hard Work
Our clients often receive notice that they're retiring. Sometimes a severance benefit is included. Sometimes decisions...
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