Velocity Wealth Management, LLC

07/23/2024

Demand for annuities is surging as consumers look for ways to reduce risk, enjoy tax-deferred growth and lock in guaranteed retirement income.

Demand for annuities is surging as consumers look for ways to lock in guaranteed retirement income.

07/21/2024

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

07/18/2024

When was the last time you paid yourself first?

It sounds simple, but paying yourself first can really pay off.

07/16/2024

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.

The second iteration of the SECURE Act brings forward several changes to the world of retirement.

07/14/2024

We think of retirement as an end, but it can also be a beginning. After years of bad money habits, this can be the time to change for the better. Learn how to change bad financial habits in retirement.

Learn how to change bad financial habits in retirement.

07/11/2024

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.

Second marriages are a trigger event to revisit any existing estate strategies.

07/09/2024

This piece presents an overview of fundamental steps to consider when a loved one passes.

An overview of some fundamental steps when a loved one passes.

07/07/2024

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

07/04/2024

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch here:

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

07/02/2024

Retirement may change your perception of investment risk.

06/30/2024

When considering a record keeping system for your business, you need to ask yourself some very important questions

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

06/27/2024

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

The tax rules governing profits you realize from the sale of your home have changed in recent years.