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Who We Are Inflation and Your Portfolio Should You Ever Retire?

Why risk your future on unrealistic financial planning?

That’s why an investment-only focus leaves you so vulnerable.

At Veritas Strategies, it’s different. We use investments to build your wealth, but we also focus on building your sense of contentment. To do that, we arm you with insurance and estate planning to help protect you from “storms” that can wipe out your portfolio — such as job loss, a divorce, a disability, a bad run on Wall Street, or a lawsuit.

Take the edge out of living in today’s uncertain times. Our financial professionals and investment advisors walk with you as the economy changes and your needs and dreams evolve. Instead of switching you from investment to investment throughout the year, we take a holistic, structured approach to investing and to living. We offer personalized services that has made Veritas a well-regarded financial planning and investment management firm in the Mid-Atlantic region. In fact, our firm is often “handed down” generation to generation as families continue to rely on Veritas to help protect their wealth and their financial future.

Helpful Content

Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

What is the Value of Your Business?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Investments

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

 

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

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