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

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Financial IQ Test

Take this quick quiz to find out your Financial IQ

More Calculators →

Newsletters

When Tea Leaves Won't Do

Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.

Variable Annuities Add Guarantees

Investors who would rather not choose between a guaranteed income and above-average investment gains may want to consider variable annuities with living benefit guarantees.

Test Your College Funding Knowledge

If you want to help your children or grandchildren accumulate enough money to afford college, a good first step is to become familiar with 529 plans and the Coverdell Education Savings Account.

HOT TOPIC: New Rules Likely Making Credit Cards More Expensive

New rules designed to limit credit-card issuers from quietly raising interest rates and fees will undoubtedly help consumers become more aware of the terms and conditions on their credit cards. But the real news is that the Credit Card Accountability, Responsibility and Disclosure Act of 2009 (CARD) may actually be making credit cards more expensive to use.

More Newsletters →