Market Watch

May 22, 2012 @ 08:56 PM

Dow Jones Industrials 12,502.81- 1.67
Nasdaq Composite 2,839.08- 8.13
S&P 500 1,316.63+ 0.64

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Welcome to the our web site. This site is designed to be useful and informative. You can link to your accounts, check out our recent newsletters, view an e-seminar, e-mail us, utilize our financial calculators or discover many other interesting topics. Please enjoy and explore.
 
Our name is derived from the word - Veritas.  Latin for truth and integrity, which are the main values our group exemplifies. We are a group of individuals with over 60 years of combined financial planning experience. We focus on the areas of retirement planning, financial transitions, estate planning strategies, business succession planning and college planning.
 
We have a holistic approach to planning as we guide our clients through the financial process. Our objective is to help our clients reach their goals. We truly are relationship driven. We focus on our client’s specific financial needs, analyze their expenses and develop proper allocations for their assets. Our unique partnership approach helps clients simplify their financial world. We look forward to a lifetime of counseling across generations.
 
Feel free to explore each of our individual Bios and get to know us individually. We strive to “enrich” the lives of each and every client by developing lifelong relationships.

Newsletters

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

Retirement Plans for Small Businesses

With standard 401(k) plans, the amount a company's owners can contribute to their own retirement account is often restricted by how much other employees contribute to the plan. With the safe harbor option, owners may be able to make larger contributions for themselves in exchange for making tax-deductible contributions or "matches" for employees.

Pick Up This Split for Long-Term Retirement Income

The number of Americans aged 90 or older almost tripled from 1980 through 2010 and is projected to quadruple by 2050. As people live longer they may need to fund a longer-than-expected retirement. This article discusses how a split-annuity strategy could help provide a long-term income stream.

HOT TOPIC: European News Causes Market Mood Swings

In recent weeks, the yields on Italian bonds spiked to more than 7%, suggesting the sovereign debt crisis was spreading to a much larger economy and eluding the European Union’s efforts to contain it. The U.S. stock and bond markets have responded to the headlines coming out of Europe. This article explores the role of political risk in U.S. financial market volatility.

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Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Life Insurance (AXA version)

How Much Money Will Your Loved Ones Need When You Die?

More Calculators →
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