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Our Postings

Our Postings

2016 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 top performing asset class for a given year is listed at the top, with the lowest performing asset class listed at the bottom. As we look back on the first half of 2016 (see the right-most column below), here are a few key takeaways:

Can My Spouse Contribute to an IRA?

I call it Retirement Limbo. When one spouse is retired and the other is still working those last couple of years. Either waiting to qualify for Medicare, they enjoy their job, or just not quite ready to put their career hat on the shelf. For those years, many taxpayers miss out on an extra deduction that they didn’t know they could have.

Should My Trust Be Listed as Beneficiary?

We encourage all clients to determine if establishing a living trust would be beneficial to their estate planning needs.

Trusts are an effective vehicle for:

How to Open an Encrypted E-Mail

For your protection, whenever our office sends you an e-mail attachment containing sensitive or confidential information (such as statements or account paperwork), you will notice it is labeled as a "secure message." This simply means that the e-mail has been encrypted to prevent unauthorized access. 

How One-Time Expenses Can Impact Your Retirement

As we explained in a previous post, keeping your account withdrawals modest in retirement is essential to maintaining your financial strength. As you budget out your expenses, here are a few one-time items that you should keep in mind.

Some of the common expenses we see include:

Happy Independence Day!

Happy Independence Day Veater Financial Family! I am so grateful to have been born here in the greatest country in the history of the world. How fortunate are we? There are 7.3 billion people on Earth and 323 Americans. That means we are among the blessed 4% of the world's population that get to live here. With that in mind, every day is a great day - isn't it?

Brexit: The Implications Moving Forward

The United Kingdom (UK) voted yesterday 51.9% to 48.1% in favor of leaving the European Union (EU). We wanted to provide some clarity on what this move entails and some of the potential implications.

Outside the Office: Keri

In the office, you may know Keri as our administrative assistant, dedicated fan of The Walking Dead and lover of all things brightly colored!

Deducting the Miles We Drive

According to the Federal Highway Administration, the average driver spends almost 13,500 miles on the road each year. Of course, this is an average, so some accumulate more miles, and others a bit less.

How Long Will Your Money Last?

One of the most common questions we receive from clients is how much money can safely be withdrawn from an investment account without eating into principal? Of course, your specific financial needs and goals will impact when and how much you withdraw from your accounts.

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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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