Our Insights

Weaver Consulting Group: Who We Are

Weaver Consulting Group is a local, family owned, Registered Investment Advisory practice in Huntington Beach, California. We have been providing our expertise and sharing our experiences for the last 22 years.
secure act and small business owners

SECURE Act and Small Business Owners

The new Setting Every Community Up for Retirement Enhancement (SECURE) Act might make it easier for small business owners to offer retirement plans. For many people, their work is the main place to find retirement savings tools and access retirement plans. The SECURE Act has been one of the largest overhauls of the United States retirement system in many years. The new legislation might make it easier for small business owners financial incentives to offer employees a plan.
Benefits of SECURE Act

Benefits of SECURE Act for Retirement Savers

Due to life expectancies increasing, some are choosing to continue to work longer. These two changes brought by the SECURE Act could be beneficial to those people. The Setting Every Community Up for Retirement Enhancement (SECURE) Act has been one of the largest overhauls of the retirement system in the U.S. in decades. Before the SECURE Act, savers were not allowed to make contributions to their Traditional IRA once they turned 70 ½. For those who retired before 70 ½, this rule might not have been as restrictive because they were no longer earning income.
How Secure Act Affects RMDs

How SECURE Act Affects RMDs

The Secure Every Community Up for Retirement Enhancement (SECURE) Act was passed in December 2019. It includes reforms to increase access to plans in the workplace and expand retirement savings. This legislation includes changes that can affect defined contribution plans, defined benefit plans, individual retirement accounts and 529 plans. The Secure Act went in to effect on January 1, 2020. It changed the Required Minimum Distribution (RMD) requirements for inherited accounts and increased the age that you are required to start taking your RMD.
jason weaver forbes 2020

Jason Weaver Recognized in Forbes Best-In-State Wealth Advisors 2020

Jason co-founded Weaver Consulting Group based on a realization that advice is everywhere. Jason believes clients want a consultant that offers unbiased and personalized advice from someone who cares about them and their family. Formerly of Ameriprise Financial Advisers, Jason devoted 20 years developing a thriving practice.

Jason Weaver Recognized in Forbes Best-In-State Wealth Advisors 2019

Weaver Consulting Group is delighted to announce that our managing partner, Jason Weaver, has been recognized in the Forbes Best-In-State Wealth Advisors List for 2019.

21 Days of Gratitude Challenge

This month we are participating in the 21 Days of Gratitude challenge. We will post a prompt or action each day that we will be completing as a team on our Facebook page. We invite you to join us this month as we reflect on what we are grateful for and spread thanks to those around us.

Color Code Personality Test

Personal growth is something that we’re always striving for at Weaver Consulting Group. To stay on a common path we like to understand what motivates one another.  We’ve found that understanding our strengths, skills, and weaknesses helps our team to thrive when tackling new initiatives. We’ve used a book called the Color Code to help us with this task.  Have you heard of it?  It’s a book based upon a personality test that helps you to understand your motives. What color are you!? Try it out if you’d like!

The Economic Clock

The Weaver Economic Clock Diagram showcases the cycle of the market, and the emotions many of us feel along the way. Download below to see how we anticipate people’s reactions during changing market conditions.