(800) 689-3935

1595 E. Garrison Blvd Ste B
Gastonia, NC 28054
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

Understanding Long-Term Care

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Money that Buys Good Health is Never Ill Spent

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

 

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

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

Tax Management Strategies

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

Long-Term-Care Protection Strategies

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Do You Feel Lucky?

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

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