Blog

Friday, January 31, 2020

Welcome to another edition of Tax Rates and Tax Updates! The most exciting time of the year, I know! We are in the middle of preparing the Tax Report for 2020, so stay tuned, you’ll receive that in an upcoming newsletter. For now...

Friday, November 15, 2019

It’s Social Security COLA time! Let’s get ready to RUMBLE! Last year, we saw a slightly above average increase of 2.8% and despite Medicare costs going up, many saw their benefits go up slightly (hey, even 25 bucks extra a...

Monday, October 7, 2019

Nostalgia. That feeling you get where it just takes you back to the “good ole days” – whenever those were. I have had the ultimate feelings of nostalgia over these past couple of weeks. If you’ve been into the...

Monday, July 22, 2019

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...

Tuesday, June 11, 2019

On May 23rd 2019, the House of Representatives passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act. The next step is to pass through the Senate and be signed by the President. With strong bipartisan support...

Show All

Wednesday, March 20, 2019

The end of tax season is around the corner. This year, tax filing deadline is April 15th. So get your appointments with CPAs, Online Tax Advisors, or brave the new forms yourself! For this year’s little known tax fact –...

Friday, February 1, 2019

Welcome to the 2019 Tax Year! Doesn’t it feel so good? The answer is always the same in taxes… it depends. Not many major changes in the tax code when comparing 2018 to 2019. But a couple of highlights to report on. See...

Thursday, February 25, 2016

Many investors have multiple asset vehicles in which their retirement nest egg resides. Examples include their IRA, Roth IRA, and non-qualified (or Non-IRA) accounts. A main distinction between these three are how they are taxed....

Wednesday, February 3, 2016

Tax season is here and aside from meeting with your tax preparer, you need to be aware of the ever-alarming tax fraud scams that have affected our society. One of the main scams that the IRS is reporting on are telephone scams, where...

Tuesday, December 15, 2015

I call Health Savings Accounts (HSA) the tax planning Holy Grail! Beginning in 2003, HSA’s allow for families enrolled in a high-deductible health plan to invest up to $6,650 ($3,350 for individual plan) in a tax advantaged...

Wednesday, December 9, 2015

Rodeo has played a major part of George’s life for the better part of 30 years. He has participated in the sport his whole life (check out his first rodeo picture above)! Though his real run began while competing on his high...

Friday, November 20, 2015

An often quoted CPA analogy to help explain tax principles is visualizing different buckets filling up with your income to define which tax rate you will pay. Understanding the difference between our marginal and effective rates will...

Friday, October 30, 2015

Halloween: The only day of the year when it's acceptable to be someone you are not!Now, of course, in real life - Identity theft is not a joke. According to Transunion.com, 19 people fall victim to identity theft every minute.The...

Thursday, October 22, 2015

"Interest rates are at historic lows!"I feel like I hear this every day as part of a radio ad on my way to work. Since the Federal Reserve pushed interest rates down in 2008 to encourage lending and soften the impact of the financial...

Friday, July 31, 2015

Brian Janssen married Dawnielle Avarell on Friday May 15, 2015 in Fresno, California. They had a beautiful ceremony officiated by Mr. George Veater. Even though the day started out with rain, by the afternoon the skies were clear and...

Wednesday, July 1, 2015

We are now producing a Video Blog! These videos will update you on the market as well as educate you on distinct financial principles vital to your success. Feel free to share these videos with your family and friends.THIS video on our...

Monday, January 5, 2015

Oftentimes, taxes are one of the top 3 biggest expenses of the year! It is essential to know and understand what tax bracket you are in. From planning when to use certain deductions or making sure you are witholding enough, knowing...