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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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a group of people sitting around a white table by Priscilla Du Preez 🇨🇦 courtesy of Unsplash.
Veridian Capital Partners | Jan 20, 2025

Moving Beyond Damaging Money Talk Myths

Investments
Finance
Lifestyle
Savings
Family
Find more rewarding ways to talk about money matters.
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pink pig figurine on white surface by Fabian Blank courtesy of Unsplash.
Veridian Capital Partners | Jan 5, 2025

Retirement Regrets & How You Can Avoid Them

Retirement
What’s your current strategy for building your retirement savings? When will it be time to adjust that strategy?
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man in hoodie standing in front of the mountain by Matt Sclarandis courtesy of Unsplash.
Veridian Capital Partners | Dec 24, 2024

Sticking to a Long-Term Investment Strategy Pays Off in Market Downturns

Investments
Finance
Risk Management
The Importance of Staying the Course with Your Investment Strategy, Building a Resilient Portfolio for the Long Run, The Benefits of a Long-Term Investment
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woman in white long sleeve shirt holding clear wine glass by Kateryna Hliznitsova courtesy of Unsplash.
Veridian Capital Partners | Dec 9, 2024

Maximizing Your Year-End Financial Opportunities

Investments
Charitable Giving
Tax Planning
Finance
Three Essential Year-End Financial Considerations
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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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Veridian Capital Partners has 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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