The Versant Voice

Our original content and other news, thoughtfully curated to positively impact your financial wellbeing.

The Versant Voice

Our original content and other news, thoughtfully curated to positively impact your financial wellbeing.

The Versant Voice

Our original content and other news, thoughtfully curated to positively impact your financial wellbeing.

Seniors

Tech Support Scam

A new tech support scam

Stay vigilant Fraudsters have found a new way to infiltrate firms, compromise security, and

New 2018 Medicare Surcharges

The end of the year, tax news was dominated by the Tax Cuts and

“Grandpa, tell me ‘bout the good old days”

How recency bias makes us forget about history Mitchell Barr, Client Associate As I

Duet Financial Planning Workshop

Norm Miller, Senior Wealth Counselor   Each fall, Duet, a non-profit organization that promotes

Planning For Housing in the Golden Years

Erin Itkoe, Senior Wealth Counselor   When our kids go to college, we spend

How Technology Will Change the Way We Age

Liz Shabaker, Principal & COO    Last month I attended the Schwab Impact Conference
Life Transitions Case Study

Phoenix Financial Planning

Phoenix Financial Planning George and Karen 69 and 65 years old Retired In their

IRS Urges Public to Stay Alert for Scam Phone Calls

IRS Special Edition Tax Tip 2015-18   The IRS continues to warn consumers to