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Our Postings

Our Postings

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. 

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 by sharing their stories and details from their time of service. 

Updates to Medicare Part B

Medicare is an area that needs to be kept up on. Potential issues are not likely to go away any time soon. Let’s be honest, no one expects health costs to go down in the near future. So with that said… how does it affect us?

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

The Beauty of Compound Interest

Albert Einstein once said the most powerful force in the universe is compound interest. My goal is not to have a religious discussion here haha, but rather a focus on just how incredible compound interest really is!

The 1040 Got a Makeover!

People in the office often give me a hard-time because I enjoy the process of providing tax reviews and working with client’s CPAs regarding taxes. It’s great to see a client have a "light bulb" moment when talking about taxes. They can be complicated and escape our immediate comprehension all the time.

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.

4 Keys to Taxes on Social Security

Like many of the topics we go over regarding taxes, the taxation of Social Security income can get complicated. For many retirees, they start Social Security without even thinking about how it is going to affect their taxes until the following year. I meet with new clients all the time that can’t figure out why they owe a bigger bill at the end of the year.

Introducing: Baby Rosie

We have another VFG baby!!! 

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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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