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 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 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...
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...
Mar 10, 2022 | All, Blogs/Articles, Financial Planning
By Charles Crowley CFP®, AIF® For some, 2021 flew by and it yielded little challenge. For others, the New Year’s confetti couldn’t come fast enough to usher in a new start for 2022. Regardless of which camp you fell into, what we all are staring at right now is that...
