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.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Rightsizing for Retirement
What does your home really cost?
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Knowing the rules may help you decide when to start benefits.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
This calculator demonstrates the power of compound interest.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much of your Social Security benefit may be considered taxable.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Learn how to harness the power of compound interest for your investments.
Investors seeking world investments can choose between global and international funds. What's the difference?
Learning more about gold, and its history, may help you answer that question.
If you died, what would happen to your email archives, social profiles and online accounts?
With alternative investments, it’s critical to sort through the complexity.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.