Oct 22, 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...
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...
