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
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What It Takes to Become an Accredited Investor
What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.
SECURE Act 2.0: An Overview
The second iteration of the SECURE Act brings forward several changes to the world of retirement.
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Estimate how much home may fit within your budget based on income and expenses.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
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See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
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Compare two different scenarios side by side to see how they stack up over time.
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Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
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Learn about the importance of having an estate strategy in this helpful and informative video.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
