John Verity Agency

10/19/2026

Congress passed SECURE 2.0, a new set of retirement rules to make saving and accessing funds for retirement easier. Check out the major provisions of the law.

A timeline covering a few of the major provisions of the SECURE Act 2.0.

10/16/2026

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

10/14/2026

Almost every state requires employers to have workers’ compensation insurance. Requirements vary by state, so it’s important to understand the rules that apply to your business.

Workers’ comp helps cover medical expenses and a portion of lost wages for covered work-related injuries or illnesses. Your premium depends on several factors, including your payroll, the work your employees perform, and where your business operates.

If you’re hiring employees, changing their duties, or having someone work in another state, let us know so we can review how those changes may affect your coverage and premium. Give us a call to review your workers’ compensation policy and discuss your business’s needs.

10/14/2026

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance from a financial professional who is familiar with the strategy.

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.

10/09/2026

Is your retirement portfolio subject to “sequence of returns” danger?

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

10/07/2026

Whether you started young or took the leap later in life, building a business takes hard work. Help protect what you’ve built with insurance that fits your business’s needs.

Give us a call to review your commercial insurance.

10/07/2026

Have you heard about the new contribution limits from the IRS? Read about it in our article.

A look at the new retirement contribution limits from the IRS.

10/05/2026

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

10/02/2026

Considering a vacation home? 5 questions to determine if you’re ready.

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

09/30/2026

When was the last time you compared your commercial auto insurance with other options? Give us a call to see if switching makes sense for your business.