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By Bob Veres, Financial writer and Publisher of Inside Information How do you become an empowered health care consumer? A recent blog post on the Forbes magazine website, authored by financial planner/doctor Carolyn McClanahan, suggests that the relationship between...
From Vanguard As parents prepare to send their children off to college, distinct financial challenges may arise. Although many families take advantage of 529 plans and other education-specific savings accounts, most will finance college using a variety of sources and...
By Mitchell Barr, Client Associate The Estate Tax is one of the largest concerns for wealthy families and individuals in the United States. The tax has been in place since 1916, marking 100 years of the “death tax” as we know it today. Currently, the federal estate...
By Mitchell Barr, Client Associate Do you remember how you felt when you turned 16 years old? 30? 50? These are milestone birthdays when people tend to feel like they are going through a transformative change in their life. Think Molly Ringwald in the 80s film...
Our personal comfort level with financial risk tolerance doesn’t change much over time, no matter how much information we have at our fingertips to ease concerns. At Versant, we use the FinaMetrica test to assess our client’s risk tolerance. (FinaMetrica has gained...
