Jul 13, 2022 | All, Blogs/Articles, Financial Planning, Tax Planning
By Mike Collopy, CFP®, CIMA® When it comes to retirement savings, tax implications often drive our decisions. Should you contribute to a traditional IRA, Roth IRA, 401(k), 403(b), or 457 plan? There’s so much information out there that it can be hard to know which...
Jul 5, 2022 | All, Blogs/Articles, Financial Planning
By Veracity Capital Veracity Capital was founded to disrupt the dated model of wealth management. We are driven by best-in-class financial planning and investment management services, and have instilled a culture focused on our clients—where their fiduciary interests...
Jun 23, 2022 | All, Blogs/Articles, Market Insights
By John Rogers, President & COO There’s no longer any doubt. After months of being told the current inflation crisis is transitory, Federal Reserve Chair Jerome Powell announced that we can expect high inflation to continue through 2022. (1) What may have seemed...
Jun 21, 2022 | All, Blogs/Articles, Financial Planning
By Kevin Boutwell, CFP® Although many people like to think of owning a rental property as “passive income,” there really isn’t anything passive about it. Buildings must be maintained, grounds must be monitored, fixtures and plumbing must be repaired, and insurance and...
May 20, 2022 | All, Blogs/Articles, Tax Planning
By Mike Collopy, CFP® Making gains on your investments is a positive sign that the markets are working in your favor. Unfortunately, cashing in on your appreciated assets means you will also have to pay some taxes on your gains. Taxes are not avoidable, but...
May 6, 2022 | All, Blogs/Articles, Financial Planning
By Kevin Boutwell, CFP® Retirement is one of life’s greatest milestones. Not surprisingly, it’s both an exciting and worrisome prospect for many Americans nearing their golden years. According to a 2021 poll by the National Institute on Retirement Insecurity, 56% of...
