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Financial Planning

What you should know about The SECURE Act

On May 23rd 2019, the House of Representatives passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act. The next step is to pass through the Senate and be signed by the President. 

A Look Back at 2018 Asset Class Returns

The Veater Financial Table of Investment Returns ranks the annual performance of key asset classes over each of the last 20 years. The best asset class for a given year is listed at the top, with the lowest returning asset class listed at the bottom. Below are a few key takeaways as we look back on 2017: 

Market Thoughts - Late 2018

Maintaining open lines of communication with our clients is one of our top priorities. In our most recent video seen below, George and Aaron share their thoughts on the recent market correction. Keeping perspective during turbulent times is very important; please take a listen and feel free to share with anyone you believe could benefit. 

2019's Social Security COLA Announced!

The time has come for another edition of Social Security Announcements. Last year, Social Security recipients received a decent bump of 2.0% and I explained a little bit more of the history of COLAs (cost-of-living-adjustments) and their relationship to Social Security HERE

2018 Asset Class Returns: How Do They Stack Up?

The Veater Financial Table of Investment Returns ranks the annual performance of key asset classes over each of the last 20 years. The best asset class for a given year is listed at the top, with the lowest returning asset class listed at the bottom. As we look back on the first half of 2018, below are a few key takeaways:

Our 2 Cents On Your Emergency Fund

Something we as a firm always talk to our clients about is the importance of maintaining an emergency fund. A few questions that may surface when the words “emergency fund” are brought up.

Gift Taxes: What are they really?

Gift Taxes. What are they really?

The Curious Year of 2017

February marked the ending of one of the greatest stock market streaks in the investing world since the early 50s (when the modern design of the S&P 500 was implemented). Streaks are a funny thing. They don’t tell the whole story, but they are interesting to follow and do point out some interesting things to look at from a “bird’s-eye-view.”

A Look Back at 2017 Asset Class Returns

The Veater Financial Table of Investment Returns ranks the annual performance of key asset classes over each of the last 20 years. The best asset class for a given year is listed at the top, with the lowest returning asset class listed at the bottom. Below are a few key takeaways as we look back on 2017: 

Maxing Out Your Retirement Contributions

How much can you contribute to a retirement account for 2018? What are the contribution deadlines? Below you’ll find a summary of contribution limits and deadlines for the 2018 tax year.

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The financial consultants at Veater Financial Group are registered representatives with, and securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

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