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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

Is Term Life Insurance for You?

Is Term Life Insurance for You?

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

Understanding Qualified Charitable Distributions

Understanding Qualified Charitable Distributions

Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).

What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

 

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

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Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

How Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

What Is the Dividend Yield?

Calculate the dividend yield of a holding and see what that means for income over time.

College Savings

See how much you may need to save now to cover future college costs for your child.

The Power of Interest - How Long Will it take My Money to Do

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

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Stay Safe with a Business Owner's Policy

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

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