Blogs & Articles
Maximizing Your Impact with Charitable Giving: Smart Strategies for Tax Efficiency
As the year wraps up, charitable giving takes center stage, with many people looking to support causes close to their hearts while also reaping some valuable tax benefits. As part of our Veracity Capital Knowledge Series: Beyond Taxes, here, we'll explore different...
Why a Solo 401(k) Might Be the Perfect Retirement Solution for You
As part of our Veracity Capital Knowledge Series: Beyond Taxes, we’re exploring why the Solo 401(k) is a powerful retirement tool for self-employed individuals and small business owners with no employees. If you missed our first post, Six Strategies for Year-End Tax...
Six Strategies for Year-End Tax and Charitable Planning
We all know that life can get hectic as the year draws to a close and the holiday season approaches. In the past, we've shared a set of strategies for year-end financial planning. This year, we’re revisiting those tips to ensure they remain as relevant as ever to help...
Don’t Send Your Child Off to College Without These Four Tools
Preparing your child for college is an exciting but often hectic time. Between college applications, housing forms, class registrations, and meal plans, there is a lot to manage. One crucial aspect that is often overlooked, but should be included on every parent’s...
Navigating Markets in an Election Year: A Data-Driven View
National elections stir emotions. Let’s take a step back from partisan fervor and let data guide us through some common investing questions in an election year.
A Comprehensive Look at Deferred Compensation: Pros, Cons, and Considerations
By Mike Collopy, CFP®, CIMA® If you’re a high-income earner, like a physician or corporate executive, you’ve likely heard of deferred compensation plans. These retirement plans, often offered through your employer, are popular because they can save you a significant...
Financial Planning for Business Owners: Avoiding Costly Mistakes
By Mike Mess, CFO, CEPA As a business owner, you’ve embarked on a journey filled with challenges and triumphs. Every decision you make can significantly impact your company’s trajectory, profitability, and sustainability. However, amidst the excitement of...
Case Study on a Corporate Executive We Have Helped
Are you a corporate executive with questions about compensation? Read how Veracity Capital Wealth Advisors helped this corporate executive.
2024 Market and Economic Outlook
We invite you to join Veracity Capital CEO Kevin S. Gray and CFO Mike Mess for our 2024 Market Outlook. In this video, we offer our insights regarding three main themes for this year.
What You Need to Know Before Investing in Real Estate
Now’s your chance to learn real estate investing essentials from Veracity Capital. Don’t make a move until you read this!
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