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Veridian Capital Partners | Nov 25, 2024

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Investments
Tax Planning

If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a

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silhouette photography of man standing on corner of bridge by Gabriel courtesy of Unsplash.
Veridian Capital Partners | Nov 11, 2024

How to Reprogram & Improve Your Money Mindset

Finance
Investments
Savings

What’s the first thing you think of when it comes to money?

Are your thoughts more positive or negative?

Whatever’s natural to you can speak to your money mindset

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taper candle on cupcake by Angèle Kamp courtesy of Unsplash.
Veridian Capital Partners | Oct 25, 2024

7 Milestones At Age 50 & Above

Retirement
Milestone birthdays after 50 and the role they can play in your overall financial wellness.
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a close up of a gas pump at a gas station by Krzysztof Hepner courtesy of Unsplash.
Veridian Capital Partners | Oct 4, 2024

Pervasive Myths About Inflation

Investments
Finance
Is inflation bad? Does it affect everyone equally? Does the government alone cause inflation? Does a recession always follow periods of inflation?
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Veridian Capital Partners | Sep 18, 2024

A Guide to Pensions & Retirement Benefits

Retirement
Investments
Tax Planning
This guide to retirement benefits can get you up to speed with some fundamentals in less than 10 minutes.
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Veridian Capital Partners | Sep 4, 2024

Investment Factors that Don’t Drive Long-term Returns

Investments
The market will always fluctuate based on recent events and news, and while that might scare some investors, you can stop worrying about fleeting moments and
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Veridian Capital Partners | Aug 19, 2024

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

Investments
Finance
Tax Planning
Insurance
Estate Planning
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors
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Close-up image of an elderly hand being held by a younger-looking hand
Veridian Capital Partners | Aug 9, 2024

Practical Tips: How to Avoid Common Estate Planning Mistakes

Finance
Lifestyle
Estate Planning
While estate planning can appear disconcerting, the right guidance can simplify the process and secure your legacy effectively. Whether you’re a novice to
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Veridian Capital Partners | Jul 29, 2024

What You Should Know About Longevity in Retirement

Investments
Retirement
Finance
Savings
With stronger longevity literacy, any of us can improve our retirement plans. We may also enjoy life in retirement more than we ever could have imagined.
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Image of a sailboat sailing on a lake, with cloudy weather above.
Veridian Capital Partners | Jul 10, 2024

Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement

Finance
Lifestyle
Retirement
Health
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning
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Digital art image of a group of shadowy figures with TVs for heads displaying a hypnotic pattern.
Veridian Capital Partners | Jun 28, 2024

Top 4 Social Media Money Scams & How to Spot Them

Investments
Finance
Lifestyle
Privacy
Savings
To help you spot and avoid their deception, here’s a closer look at today’s most common social media scams, their tactics, and red flags for spotting them.
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Person holding jar of coins with a 'savings' label
Veridian Capital Partners | Jun 14, 2024

Bad Money Habits: How They Vary by Generation & How to Break Them for Good

Investments
Finance
Savings
Lifestyle
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do
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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.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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