Oct 22, 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...
Oct 22, 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...
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...
