Velocity Community Investment Services

09/07/2026

Wishing you a happy and relaxing Labor Day!

Whether you're spending the day with loved ones, enjoying the outdoors, or simply taking time to recharge, we hope it's a great one.

As a reminder, our office and the financial markets are closed today in observance of the holiday.

09/05/2026

Estate planning often gets pushed aside when life is busy. Our newest blog covers wills, trusts, guardianship, and long-term care planning for families balancing multiple generations.

Read it now: https://www.velocitycommunityis.org/latest-news.19.htm

09/04/2026

September is Life Insurance Awareness Month. 💙 Life insurance can play different roles depending on your goals, family situation, and overall financial picture. This month is a great reminder to review your coverage and understand how it fits into your broader plan.

09/02/2026

Check out this week's Market Commentary from the LPL Financial Research Team: https://www.velocitycommunityis.org/LPL-Research-Weekly-Market-Commentary.18.htm

08/31/2026

Healthcare costs continue to rise, and long-term care needs can be difficult to predict. That's why many families are taking a fresh look at how insurance fits into their overall financial strategy.

🛡️ Our latest blog explores medical inflation, long-term care risks, and how insurance solutions may help support financial independence. Read it below!

In today's world, risk is a constant companion. Whether we acknowledge it or not, every decision we make carries some level of risk, particularly when it comes to our financial stability and independence. Modern families face modern-day risks—their insurance strategy should too.

08/27/2026

Self-employed? Don't let tax planning become an afterthought. 💼 Understanding self-employment tax, including Social Security and Medicare contributions, is an important part of managing your overall financial picture. Read the article below to learn more.

If you are self-employed, you generally must file a Schedule SE, Form 1040, and pay an additional tax on your self-employment income. The federal government uses this tax to fund Social Security and Medicare benefits. The self-employment tax rate on net earnings is 15.3%, with 12.4% of this rate for...

08/20/2026

Many people focus on retirement income, but fewer think about how expenses may change over time.

This article explores one of retirement's most commonly overlooked costs and why planning ahead matters.

Read more below!

Your expenses in retirement evolve and change from your working life and not accounting for this is usually the most overlooked part of retirement.

08/17/2026

Giving back can be about more than generosity. It can also be part of a thoughtful financial strategy.

As you think about RMDs and year-end planning, consider how charitable giving may align with the causes you care about most.

Learn more about our planning approach: https://www.velocitycommunityis.org/