Nov 18, 2024 | Blogs/Articles, Financial Planning
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...
Oct 15, 2024 | Blogs/Articles, Financial Planning
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...
Sep 18, 2024 | Blogs/Articles, Financial 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...
Sep 5, 2024 | Blogs/Articles, Financial Planning
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...
Sep 1, 2022 | All, Blogs/Articles, Financial Planning, Tax Planning
By Kevin Boutwell, CFP®, CIMA® Just because you earn good money doesn’t mean you’re good at managing it. As a high-income earner, you face unique challenges; and as financial planners and investment advisors, it’s our goal to provide strategies to help you...
Jul 13, 2022 | All, Blogs/Articles, Financial Planning
By Mike Collopy, CFP®, CIMA® We have no lack of options these days. Whether it’s choosing a restaurant or finding a doctor, there are so many choices that it’s easy to feel overwhelmed and doubt your decision. When it comes to choosing a financial advisor, the stakes...
