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

Savings Accumulation

Estimate the future value of your current savings.

LTCI Cost of Waiting

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

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

More Calculators →

Newsletters

A Long Look at the National Debt

To better comprehend the size and scope of the national debt, it helps to measure it against the size of the overall economy.

Mark Your Calendar

Once we approach the end of our working years, birthdays take on a renewed importance.

The Measure of a Life

One way to help mitigate the financial blow of the loss of a head of household is through life insurance.

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.

More Newsletters →