Our Postings

Our Postings

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.

The Lastest Updates to Trump's Tax Reform

It’s that time again. Trump Tax Talk!

This past week, we received a little bit deeper proposal for, what the White House has labeled the “Unified Framework for Fixing Our Broken Tax Code.” The full transcript for the proposed framework can be found HERE.

Welcome Darren!

Darren should be a familiar face to you all! He's been a friend and colleague to Veater Financial Group for many years and has been a registered representative with LPL Financial since August of 2014. Starting this Monday, Darren will be in the office full time taking on Steve's responsibilities as he begins to apply to business school. 

Equifax Security Breach: Steps to Protect Yourself

Personal security is a topic that we at Veater Financial Group do not take lightly. If you haven't already read our previous posts titled "6 Ways to Combat Identity Theft, "Detecting an IRS Impersonator" and "Protect Yourself from Scammers" please do so. 

Recently in the news you may have heard that Equifax, a major credit reporting agency, announced that a breach of sensitive information - including Social Security numbers, driver's license numbers and addresses - occurred between May and July of this year, affecting 143 million Americans.

Such an occurrence is troubling and may lead you to think, "How does my Wealth Manager protect my information?"

Saving for College: 3 Things to Consider

A new school year is upon us. Jess and I sent off our oldest child, Clara, to school for the first time (sniffle, sniffle). And, as many clients wisely advise me, it’ll go by in the blink of an eye. Then onto college. Perhaps many of you have kids or grandkids in college. Or perhaps, like my daughter, they are many years out.

Maintaining an Effective Emergency Fund

Jack Welch famously said years ago that “Cash is King.” Mr. Welch, of course, was the CEO of GE for 20 years when they were the largest company in the US (by market capitalization) during the mid-90s. He felt cash was important to have on hand in case you needed it for certain specific scenarios so you don’t need to interrupt your other business operations.

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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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