Blogs & Articles
How to Sell Your Business and Pay NO Taxes
Keep more of what you’ve earned when you sell your business. Here’s how to sell your business while minimizing your tax liability.
How to Build Your Financial Life Up When the Markets Are Down
By Kevin Boutwell, CFP®, CIMA® The after-effects of the pandemic and war in Ukraine are still being felt, with experts delivering an unenthusiastic economic outlook for the remainder of 2023. While that isn’t the kind of forecast investors want to hear, it doesn’t...
More Than Just the Basics: 3 Levels of Estate Planning
By John Rogers, President & COO Estate planning is a critical component of any wealth plan. Not only can it shield your assets from unnecessary taxes and fees, but it can also protect your beneficiaries after your passing. But not all estate plans are created...
Top 5 Biggest Financial Mistakes We See Corporate Executives Make (Video)
By Kevin Boutwell, CFP®, CIMA® Are you a corporate executive? If so, are you aware of the top 5 biggest financial mistakes corporate executives tend to make? At Veracity Capital, we work with a number of executives within 5 to 10 years of retirement. If that describes...
Common Retirement Mistakes and How to Avoid Them
By Mike Collopy, CFP®, CIMA® It’s impossible to go through life without making mistakes—they’re just a part of being human. In fact, we often learn from mistakes of the past to make better decisions in the future. However, when it comes to retirement, there are no...
Business Owner Exit Planning: To Whom Do You Plan to Sell or Transition Your Company?
By Mike Mess, CFO, CEPA As a business owner, you’ve likely spent decades building your company from the ground up. With so much hard work and dedication, it can be difficult to plan for a scenario in which you are no longer the one in charge. But this day will one day...
Pay Off Your Mortgage or Invest: Which Option Is More Strategic?
By Kevin Boutwell, CFP®, CIMA® As a high-net-worth investor, you want to ensure that you’re getting the most out of your assets and that they are working for you in return. You don’t want to leave it sitting in a savings or checking account where you’re earning a very...
5 Stages to Preparing an Exit–Succession Plan for Your Business
By Mike Mess, CFO, CEPA As a business owner, the day will eventually come when it’s time to sell or leave the business you’ve worked so hard to build. Your exit could be a sale from a Strategic Buyer, Private Equity, Management Buyout (MBO), or Initial Public Offering...
3 Obstacles to Overcome in Family Business Succession Planning
By Mike Mess, CFO, CEPA Business succession planning is a tedious task that can quickly end up at the bottom of the to-do list if you’re not careful. As mundane as it may feel, it is a critical component of the long-term success of a business, particularly family...
VIDEO: 3 Strategies for Investing Around a Concentrated Stock Position
By Mike Collopy, CFP®, CIMA® Many of our clients work for corporations and are compensated with company stock (through RSUs, stock options, or other means). We’ve all heard that more risk can lead to more reward. But we also know that having your career—and your...
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