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.
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Helpful Content
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
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Personal Finance Calendar
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Calculate the dividend yield of a holding and see what that means for income over time.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
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Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
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Estate Management 101
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The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
The Rule of 72
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Jane Bond: Infiltrating the Market
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The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.