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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July 2015 Newsletter
Amazing! Half of 2015 is behind us already. In this edition, we look back at the first half of 2015, discuss taking care...
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Does Your Facebook Accounts Die When You Do? -- Estate Planning for Your Digital Assets
Do you know what happens to your Facebook postings when you die? Does your spouse or family have access to your account...
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February 2015 Newsletter
A belated Happy New Year! 2015 is in full swing! In this edition, we look back at 2014, discuss our thoughts on 2015...
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89.3 FM KCUR’s Money Therapy
Last Monday I was on 89.3 FM KCUR’s Central Standard show, Money Therapy. The show’s name was changed to Money Therapy...
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Live Longer & Better in Retirement
Three little questions can have big implications. MIT AgeLab has identified three simple questions you should ask...
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2015 Five Star Wealth Manager Award!
In the January issues of KC Magazine & KC Business, Alex Petrovic was recognized as a 2015 Five Star Wealth Manager SM...
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2014 Tax Season Update – RJ 1099 Mailing Schedule
February 17 - Mailing of original Form 1099s March 2 - Begin mailing delayed and amended Form 1099s March 16 - Final...
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Christmas in October PFS Newsletter
The Royals have delivered Christmas in October for Kansas Citians! In this edition, we discuss the financial markets...
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