Verity Financial Services

Verity Financial Services Securities offered through Avantax Investment Services℠, Member FINRA, SIPC Insurance services offered through an Avantax affiliated insurance agency.

www.FINRA.org , www.SIPC.org. Please visit www.avantax.com/social_policy for more information.

This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consist...
12/27/2024

This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consistency.

Three important factors when it comes to your financial life.

Uncover the secrets of Tax-Loss Harvesting. Explore our new article to find out how to unlock the potential of this tax ...
12/25/2024

Uncover the secrets of Tax-Loss Harvesting. Explore our new article to find out how to unlock the potential of this tax strategy.

While tax-loss harvesting won't eliminate your taxes, it may offset what you owe on your taxable investment accounts.

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial a...
12/23/2024

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.
12/20/2024

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.

This early financial decision could prove helpful over time.

Why are they made again and again? This piece helps make sense of these errors in judgement.
12/18/2024

Why are they made again and again? This piece helps make sense of these errors in judgement.

Why are they made again and again? Making sense of these errors in judgement.

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
12/16/2024

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

A letter of instruction provides additional and more personal information regarding your estate.

A few strategies that may help you maximize your Social Security income.
12/13/2024

A few strategies that may help you maximize your Social Security income.

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between...
12/11/2024

Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between Medicare Advantage and Original Medicare coverage here:

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:
12/09/2024

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

Stocks notched solid gains in November as post-election enthusiasm and holiday-shopping fueled the advance.
12/06/2024

Stocks notched solid gains in November as post-election enthusiasm and holiday-shopping fueled the advance.

The Dow Jones Industrial Average led, gaining 7.54 percent. The Standard & Poor’s 500 Index picked up 5.73 percent, while the Nasdaq Composite added 6.21 percent.1

After you leave work, what will your life look like? Organize your thoughts with the help of this piece.
12/06/2024

After you leave work, what will your life look like? Organize your thoughts with the help of this piece.

What's your vision of retirement?

Looking for the latest tax bracket changes? Use this handy reference guide to save time.
12/04/2024

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

Address

700 Bishop Street, Suite 1918
Honolulu, HI
96813

Telephone

+18085465026

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