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
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Introducing the 530A Accounts
An article explaining 530A Accounts.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Retirement Plan Choices for Small Businesses
Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
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What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
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Saving for College 101
Here's a crash course on saving for college.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.