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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

Your Shifting Risk Tolerance

Your Shifting Risk Tolerance

Time and market performance may subtly and slowly imbalance your portfolio.

Fallen Tree Damage—Who Pays?

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Putting a Price Tag On Your Health

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

 

U.S. Personal Savings Rate

What can be learned from the savings rate?

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

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Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

Roth 401(k) vs. Traditional 401(k)

Compare Roth and traditional 401(k) options to see which may work better for your situation.

How Much Do I Need To Retire?

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

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Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

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