Weaver, Ware & Martin Wealth Management and Advisory Services

Weaver, Ware & Martin Wealth Management and Advisory Services Securities & investment advisory services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC. Investing involves risk including loss of principal.

WWM & GWM do not provide legal or tax services. Securities and investment advisory services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC

As summer approaches, many organizations begin to see increased employee turnover as younger workers cycle in and out of...
06/06/2026

As summer approaches, many organizations begin to see increased employee turnover as younger workers cycle in and out of the market, with school schedules affecting their ability to work.

That higher turnover can influence how a 401(k) plan operates behind the scenes, affecting administration, vesting considerations, and ongoing compliance monitoring. Significant changes can result in partial plan termination, which can have serious impacts for businesses, and even routine staffing changes can create cumulative effects over time.

Swipe for an overview of partial plan termination and other key considerations to keep in mind.

Workforce changes are a normal part of business operations, but aligning HR decisions with retirement plan administration helps avoid unexpected compliance challenges.

If your organization expects high turnover or seasonal workforce changes, feel free to reach out to schedule an annual compliance check-in. I’m happy to review your current plan operations, turnover trends, and overall plan health and provide guidance for possible next steps.

With the mid-point of the year approaching, we wanted to reach out and share a couple of tips that you can use to bolste...
06/02/2026

With the mid-point of the year approaching, we wanted to reach out and share a couple of tips that you can use to bolster 401(k) plan participation.

Regardless of whether you’re going through a participation slump or if you simply want to revamp your team’s experience with your plan offering, taking some time to re-evaluate how employees experience your 401(k) plan can make a big difference.

With that said, here are a few key ways employers can address the employee experience:

🔹 Audit the employee experience - Test enrollment and account-management processes internally to identify unnecessary steps, unclear instructions, or navigation issues that may discourage action.
🔹 Evaluate education accessibility - Ensure educational resources are concise, clearly labeled, and easy to find so employees do not abandon the process due to complexity.
🔹 Clarify the value proposition of participation - Frame messaging around real-world outcomes, such as long-term financial stability or maximizing employer-sponsored benefits.

Taking a structured mid-year approach allows employers to refine strategies before peak enrollment periods and helps maintain consistent engagement throughout the year. If you’d like support reviewing engagement trends or identifying practical next steps tailored to your organization, we’re always happy to connect.

Large, often random expenses tend to pop up in the working world. Things like car repairs, medical bills, or a security ...
05/19/2026

Large, often random expenses tend to pop up in the working world. Things like car repairs, medical bills, or a security deposit for an apartment can throw your budget off course if you don’t have any money set aside.

Savings can give you a crucial safety net. Even having a small cushion makes those moments, like car breakdowns or surprise medical expenses, easier to handle. Start by building an emergency fund that covers several months' worth of expenses, then branch out and save for other wants or needs. Starting with small, consistent savings is the best way to go. The habit matters more than the amount at first.

If you have questions about what kind of savings account or savings strategy makes sense for your situation, don’t hesitate to reach out. We’re here to support your goals.

Our team wants to wish a very Happy Mother’s Day to all of the moms, grandmothers, and other maternal figures out there....
05/10/2026

Our team wants to wish a very Happy Mother’s Day to all of the moms, grandmothers, and other maternal figures out there.

From the late nights of the newborn stage to the late nights waiting up for teens, we owe moms a debt of gratitude — and sleep!

So whether you’re a mother yourself, you’re celebrating your mom, honoring your partner, or recognizing another maternal figure in your life, we hope this day is full of appreciation.

The June 30th Free Application for Federal Student Aid (FAFSA) deadline is rapidly approaching. The information students...
05/07/2026

The June 30th Free Application for Federal Student Aid (FAFSA) deadline is rapidly approaching.

The information students and parents (if applicable) enter into the application determines eligibility for federal grants, student loans, work-study programs, and various state and school-based aid. As such, failing to submit this key form can have serious financial consequences.

Here are some key action items for those with the FAFSA still on their to-do list:

✅ Obtaining federal student aid (FSA) IDs for each contributor (student, parents, etc.).
✅ Getting all tax information from the previous year ready and any required financial information.
✅ Deciding which colleges to share the FAFSA information with. If a specific college has already been chosen, you only need to include that institution.
✅ Carefully reviewing the FAFSA submission summary.
✅ Signing and submitting the application before the deadline.

We hope this checklist helps those preparing for college submit the FAFSA accurately and on time!

Regardless of what milestones you’re approaching, know that we are here to help you make investment decisions that reflect your current goals and future ambitions. Give us a call anytime.

The mid-year mark is a natural time for many businesses to evaluate their 401(k) plans and start thinking through change...
05/04/2026

The mid-year mark is a natural time for many businesses to evaluate their 401(k) plans and start thinking through changes they would like to make for the next plan year. That’s why we wanted to highlight one key feature that can help make 401(k) plans more attractive to your team: employer matching. Swipe for more information.

If you have questions about whether or not adding employer matching would make sense for your business, or if you’d like to talk through re-vamping a current employer matching plan for next year, don’t hesitate to reach out. We’re here to make sure your benefits package is working hard for both you and your team.

Most 401(k) compliance issues don’t start with bad intentions. They start with improper employee classification.The good...
04/30/2026

Most 401(k) compliance issues don’t start with bad intentions. They start with improper employee classification.

The good news is that when employees are classified correctly, your 401(k) administration process becomes smoother — amid predictable testing results, preservation of contribution limits, and a reduced need for administrative corrections.

We’re here to help make sure you and your team are fully supported. If you have questions, don’t hesitate to give us a call.

Money Smart Week is a great time to refocus on the financial decisions that build long-term wealth. After all, thoughtfu...
04/15/2026

Money Smart Week is a great time to refocus on the financial decisions that build long-term wealth. After all, thoughtful planning today helps protect both lifestyle and legacy tomorrow. Swipe to learn a few key smart money moves.

If you'd like to explore which smart money moves make sense for your situation, our team is here to help. Give us a call today.

In honor of Financial Literacy Month, let’s put your knowledge of credit scores and emergency savings to the test and se...
04/15/2026

In honor of Financial Literacy Month, let’s put your knowledge of credit scores and emergency savings to the test and see how sharp your financial know-how really is. Swipe through, take your best guesses, and check your answers.

If you need help turning financial knowledge into actions, give us a call. We are here to support your financial journey.

Now that 2026 is well underway, we wanted to share a reminder about 401(k) benchmarking with employers.In measuring your...
03/24/2026

Now that 2026 is well underway, we wanted to share a reminder about 401(k) benchmarking with employers.

In measuring your plan against peers in your industry, benchmarking offers helpful context as you consider your options for next year. And while it might seem early to be thinking about your 2027 plans, starting the process now can help ensure there is ample runway to act on improvements.

If you’re interested in starting the process or have questions, give us a call. We’re here to help make sure your plan is working hard for both you and your team.

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16775 Addison Road/Suite 410
Dallas, TX

Telephone

+14692087400

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