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
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
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Calculating your potential Social Security benefit is a three-step process.
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Work backwards from your savings goal to find the rate of return you'd need to get there.
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The tax rules governing profits you realize from the sale of your home have changed in recent years.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
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Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
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See how long your current savings might last if a disability interrupted your income.
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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Compare Roth and traditional 401(k) options to see which may work better for your situation.
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Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
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What are your options for investing in emerging markets?
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What does your home really cost?
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Here is a quick history of the Federal Reserve and an overview of what it does.
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Here are the top 5 things your team may want to hear.
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Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
