Verity Wealth Group

10/16/2026

Giving back is personal, and the way you give can be part of your larger financial picture.

Before year-end, take some time to consider the organizations and causes that matter most to you and whether your charitable giving still aligns with your financial and legacy goals. To get in touch, visit our website today at https://www.veritywealthgroup.com/index.html.

10/14/2026

Is it time to take a new look at your risk tolerance? Our Color of Money Risk Analysis (COMRA) is an 11-question snapshot of your views about financial risk. Even if you’ve taken it before, there are factors that may change your perspective! It’s time to reset and move forward. Take the Color of Money Risk Analysis now: https://thefinancialhq.com/veritywealthgroup

10/12/2026

Learn what Medicare covers in senior living, from assisted living to nursing home care. Discover coverage limits, hidden out-of-pocket costs and alternative payment options.

Learn what Medicare covers in senior living, from assisted living to nursing home care. Discover coverage limits, hidden out-of-pocket costs and alternative payment options.

10/09/2026

If you’re required to take minimum distributions from your retirement accounts, it’s worth confirming that your withdrawals are on track for the year.

Taking a few minutes to review your plan now can help you stay ahead of year-end deadlines. Call our office at (626) 650-9486.

10/07/2026

Our mission is to work closely with our clients to design financial strategies that provide confidence and clarity while also helping to protect their future. Using customized plans that are created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents.

10/05/2026

Consider your eligibility and the impact of removing retirement dollars before dipping into your 401(k) plan.

Consider your eligibility and the impact of removing retirement dollars before dipping into your 401(k) plan.

10/01/2026

December can get busy fast. Your financial planning doesn’t have to get squeezed in at the last minute.

Starting your year-end review early gives you time to ask questions, explore your options, and determine which strategies may make sense for your goals. To get started, contact our office today at (626) 650-9486.

09/30/2026

Annuities can provide guaranteed income (backed by the issuer's claims-paying ability), principal protection or market-linked growth, but costs, risks, tax treatment and withdrawal rules vary widely.

Annuities can provide guaranteed income, principal protection or market-linked growth, but costs, risks, tax treatment and withdrawal rules vary widely.

09/28/2026

Every paycheck, a portion of money goes into 401(k)s for the future. Don’t mess it up by making a rollover decision that could cause regret. Get our Guide to Avoiding 401(k) Rollover Mistakes brochure by visiting https://cali401k.com/

09/25/2026

Delaying can increase your benefit, but whether that's worthwhile in the long run depends on other factors.

Delaying can increase your benefit, but whether that's worthwhile in the long run depends on other factors.