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Veridian Capital Partners | Jul 2, 2025

The New Face of Fraud: How AI Is Changing the Scam Game

Technology
Technology has transformed many aspects of our lives—from how we live and work to how we communicate—and unfortunately, it's also revolutionized the way
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Veridian Capital Partners | Jun 16, 2025

8 Ways to Refresh Your Finances

Retirement
Investments
Savings
Refreshing your financial habits can reduce stress, provide structure, and uncover new opportunities to save money and time. It's a smart way to prepare for the
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A person at a desk, using a calculator and writing in a notebook.
Veridian Capital Partners | Jun 2, 2025

5 Tax-Saving Strategies to Keep More of Your Money

Tax Planning
Retirement
No one likes paying taxes, however the time to think about tax mitigation strategies isn’t in the springtime after the tax year has ended, it’s now, while there
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Veridian Capital Partners | May 26, 2025

Critical Questions High-Net-Worth Individuals Should Ask to Address Major Financial Concerns

Investments
Retirement
Tax Planning
The way you approach financial decisions often depends on your perception of time - specifically, how much time you believe you have to respond.
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Veridian Capital Partners | May 12, 2025

Smart Ways to Use Your Tax Refund in 2025

Investments
Finance
Tax Planning
Tax season might not spark joy, but if you find yourself with some extra cash after receiving a refund, you might get some joy out of using it wisely. 
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Veridian Capital Partners | May 1, 2025

How to Dive into Business Succession Planning: 10 Key Questions

Investments
Finance
Tax Planning
Plan Ahead: Secure Your Business's Future Before You Step Back.
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Veridian Capital Partners | Apr 13, 2025

How to Stay Invested in Volatile Markets Without Losing Sleep

Investments
Risk Management
Savings
Stay on track through market ups and downs with a disciplined approach.
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photo of three person sitting and talking by Helena Lopes courtesy of Unsplash.
Veridian Capital Partners | Apr 1, 2025

From Boomers to Gen Z: A Generational Look at Money Habits and Financial Choices

Lifestyle
What financial habits have shaped your life, for better or worse? Money habits have a lot to do with how you grew up. Each generation can have a distinct
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Two people working at a table in an office using a calculator.
Veridian Capital Partners | Mar 19, 2025

7 Effective Tax Optimization Strategies for High-Net-Worth Individuals

Tax Planning
Investments
Retirement
Estate Planning
Real Estate
What does it take to minimize your tax bill, not just this year but in the years to come? While the answer varies for each person, here’s a general overview of
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A business person in an open office working on a laptop.
Veridian Capital Partners | Mar 7, 2025

How Hindsight Bias Hurts Investors

Investments
Here’s how to recognize three common biases - hindsight bias, fear of missing out (FOMO), and survivorship bias - and avoid their traps.
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Veridian Capital Partners | Feb 16, 2025

Planning for the Future: Essential Steps to Secure Your Retirement

Retirement
Savings
Setting retirement savings milestones can help you determine what to save monthly and annually to stay on track.
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Veridian Capital Partners | Feb 1, 2025

Understanding the Windfall Elimination Provision and Government Pension Offset Law

Retirement
The Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) are two Social Security provisions that have significantly impacted public servants
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We have extensive experience supporting people at every stage of their financial journey—whether you're a recent graduate, a growing family, mid-career, or retiree—we are here to provide the guidance you need. Email or call us to schedule your initial consultation.

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

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