(800) 689-3935

1000 Van Buren Ave., Suite E
Indian Trail, NC 28079
info@veritasretirement.com
Uncommon Sense Retirement

Veritas Retirement Solutions

Retirement is more than simply a destination, it is a journey. At Veritas Retirement Solutions, we understand that successful retirement planning involves listening to your needs and determining an ideal solution that fits you personally.

We approach retirement differently at Veritas. We focus on your needs and values to provide you with objective direction to help you navigate through complicated planning decisions, increased capabilities by use of innovative techniques and tools, and confidence as we implement a personalized plan for you. We believe that as you get older, you should be safer with your money.

The retirement planning process is complex. However, at Veritas, our intelligent approach and customization options will smoothly guide you into a future of financial independence.

 

Helpful Content

Global and International Funds

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

Social Security: By the Numbers

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

 

What to Look for in a Long-Term-Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

View all articles arrow

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Comparing Investments

Estimate the potential capital gains taxes due on your transactions.

Tax Freedom Day

Assess how many days you'll work in 2012 to pay federal tax liability.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

View all calculators arrow

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

View all presentations arrow

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

View all videos arrow