Veritas Financial

Margaret Wittkopp, CFEd

Welcome to our Web site.  Here you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports. Your visit can help you understand the opportunities and potential rewards that are available when you take a proactive approach to your financial situation.  Use the resources here to gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. 

We're also here to help you learn about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data.

Most importantly, we hope you will see the value of working with skilled professionals to pursue your financial goals.

Visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
Calculators

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Lease Payment

How much would your monthly lease payment be?

Savings Accumulation

Estimate the future value of your current savings.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators →

Newsletters

Confident in Consumer Confidence?

The consumer confidence index can be a useful tool, but it should play only a minor role in an investor’s overall outlook.

A New Way to Diversify

Exchange-traded funds are unique investments that resemble mutual funds in some ways and behave like stock in other ways.

Separate Your Business from Your Portfolio

Allocating too much of your investment capital to one company — even your own — is a risky proposition.

HOT TOPIC: Social Security and Medicare in Crosshairs

An entitlement crisis has been looming on the horizon for several years. Unfortunately, according to the latest reports from the trustees of the Social Security and Medicare trust funds, a spike in unemployment has helped to hasten the arrival of these programs’ insolvency.

More Newsletters →