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Gift Taxes: What are they really?

Gift Taxes. What are they really?

2018 Tax Deadlines

The end of tax season is around the corner.

This year, tax filing deadline is not April 15th. I know, very exciting stuff!

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.”

2018 Tax Rates, Deductions, and 1099 Releases

Welcome to a New Tax Year! Doesn’t it feel so good? The answer is always the same in taxes… it depends. For some, they welcome in a year where their minimum deductions just went up by about 10-15%! For others (looking at you Californians), there may be some concern as to where some of their deductions went.

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: 

A Surviving Spouse Checklist

Benjamin Franklin once said, “Our new Constitution is now established, and has an appearance that promises permanency; but in this world nothing can be said to be certain, except death and taxes.” Fast forward a couple of centuries. Our Constitution still serves as our governing document while death and taxes remain constant.

8 Ways to Plan for a Successful Finish to 2017

2017 is coming to a close, and it’s time to review those tax strategies before the books are closed for the year. There are a lot of changes likely coming in future years regarding to tax changes. We have discussed the potential impacts frequently on the blog. Check out the tax link to see more.

Our VFG Veterans!

Happy early Veteran's Day from all of us at Veater Financial Group! Today's post is very special to us as it honors our Veteran clients 

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.

The Largest Social Security COLA in 5 Years!

Every October, the Social Security Administration announces whether there will be a Cost-of-Living-Adjustment (COLA) to Social Security Benefits for the upcoming 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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