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Our Postings

Our Postings

Outside the Office: Brian

After graduating from Fresno State with a degree in Finance from Fresno State, Brian began his career with Veater Financial Group. After working here for over 13 years, he knows this industry inside and out and you can count on him to help you with practically anything.

The Silent Thief & It's Impact on Retirees

Inflation is a well-chronicled topic among financial planners. It has been called “the silent thief” by many because it robs us, and especially those on fixed income, of purchasing power. Have you ever heard the phrase, “a dollar doesn’t buy what it used to these days?” That’s because the cost of goods have gone up.

To Roll or Not to Roll? Your Guide to Employer-Sponsored Rollovers

While working, most individuals save for retirement through employer sponsored plans such as 401(k)s, 403(b)s, or 457(s).

Money & Politics: How Big is the U.S. Government?

The size of the US government seems ever-expanding. We spend hundreds of billions of dollars each year on huge programs like social security, healthcare, and defense.  But exactly how big is the US government? In this week's version of Political Talk, we show you the data.

Money & Politics: Following through with Campaign Promises

Money and Politics: Two things that we are told to not bring up at the dinner table. We are breaking the political correctness and discussing both over the next couple of weeks.

Important Milestone Birthdays

Birthdays can tend to feel a bit less noteworthy as you grow older. There's just  nothing quite like getting your driver's license at 16, or having the opportunity to vote at 18. However, beginning at age 50, there are several milestone birthdays that can impact your specific financial and tax situation that you should be aware of:

Outside the Office: Steve

Steve grew up in Salt Lake City and graduated from Brigham Young University with a Master’s degree in Accounting. Following two internships with Capital Group Companies and Ernst & Young, Steve worked for Fidelity Investments as an Equity Analyst in Boston.

How to STRETCH an IRA for Generations of Income

Many have heard the terminology of “Stretch” IRA. This is not a type of IRA, but more of a financial planning strategy that can be used in legacy planning. This strategy has the potential to limit large tax exposure for your beneficiaries who are set to inherit retirement accounts.

Client Adventures - Ride Sally Ride!

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Taking Advantage of Rental Property Depreciation

For those who have rental properties as part of their financial plan, it’s important to be diligent in making sure you are using all the available tools to make your rental income go as far as possible. And this includes taxes!

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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.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AR, AZ, CA, CO, FL, GA, IA, ID, IL, ME, MO, MT, NC, NM, NV, NY, OK, OR, SD, TX, UT, VA, WA

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