Feb 15, 2024 | Blogs/Articles, Executives
By Kevin Boutwell, CFP®, CIMA® Veracity Capital Wealth Advisors provides personalized financial strategies to corporate executives, business owners, high-income earners, and people planning to retire. The following case study demonstrates how we helped create a...
Oct 6, 2023 | Blogs/Articles, Executives
By Mike Collopy, CFP®, CIMA® As an employee at a forward-thinking technology firm, your financial landscape is different from others. While most people accumulate wealth primarily from their salaries, technology executives frequently create their fortunes through...
Jun 21, 2023 | Blogs/Articles, Executives
By Mike Collopy, CFP®, CIMA® Choosing to retire early requires more planning than just replacing your income. Corporate executives who are retiring “young” face a special set of challenges and advantages compared to typical retirees. At Veracity Capital, we’re...
Mar 22, 2023 | Blogs/Articles, Executives
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...
Oct 21, 2022 | Blogs/Articles, Executives
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...
Mar 15, 2022 | All, Blogs/Articles, Executives, Financial Planning
By Kevin Boutwell, CFP® There’s a reason your employer offers you a benefits package: it’s an incentive for you to stay with the company and a reward for your hard work and loyalty. Additionally, if your employer can align your financial well-being with that of the...
