Understanding Today’s Financial Environment
When life demands a broader financial perspective; it's time to change your vantage point. Today you need to keep an open mind and realistic perspective on your finances. It is at these points in time that our role as financial advisors becomes even more critical to those we serve. Verbeek & Associates helps Clients to adjust and stabilize their situations, while offering the opportunity to recapture the sustainable financial success they desire.
Professional and objective financial advice, conducted on your terms, creates the critical connection to help you preserve, grow and transfer the assets you have accumulated. That's why we're in business. In fact, that is our business.
We believe it's our responsibility to help you make the most of your income and assets - and to make the most of your life.
Test your current financial assumptions in today's new reality. Verbeek & Associates stands ready to assist you and your family.Contact Us
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Why are they made again and again? Making sense of these errors in judgement.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator helps estimate your federal estate tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Do you have causes that you want to support with donations?
All about how missing the best market days (or the worst!) might affect your portfolio.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
There are hundreds of ETFs available. Should you invest in them?
The market is as unpredictable as the weather. We’d love to help you prepare.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.