Practical, individual advice based on your needs and goals.
Depend on your trusted advisors at LFL Veritas to make sense of the numbers. Provide insight. Create a plan of action. And give you peace-of-mind.
Professionals and Executives
Understand company-offered compensation benefits. Ensure your finances are on track, now and for retirement.
Develop a strategy for sound business decisions - financial and non-financial - now and in the future.
Retired and High Net Worth Individuals
Plan to enjoy a financially-secure retirement. Protect your family in the future.
- What Are the Differences Between a Traditional IRA and a Roth IRA?
An IRA, or individual retirement account, is a great vehicle for building wealth and saving for retirement. Although there are many different types of IRAs, each with their own pros, cons, and rules, the two most common IRAs are traditional Read More
- 8 Common but Preventable Tax Filing Mistakes Made by Individuals
The IRS doesn’t like mistakes. Neither should you. Mistakes translate to a longer processing time for your tax filing. Mistakes could mean a delay in a refund. Even worse, mistakes could result in an audit, which takes time and money Read More
- Understanding the Basics of Charitable Giving
There’s a reason why nonprofits devote so much time and energy to end-of-year fundraising campaigns. According to Network for Good, 30 percent of all charitable giving happens during the month of December. In fact, 12 percent of all giving happens Read More
- Virtual CFO: What It Is and Why You Might Need One
As businesses grow, their financials become more complex. As financials become more complex, it becomes more difficult to measure and manage cash flow, inventory, production costs, payroll and other critical financial information and tasks. This is why many companies grow Read More
- Phone Scam Alert: People Posing as Social Security Employees
Last year, the Social Security Administration (SSA) issued a warning about suspicious phone calls from people claiming to represent the SSA. In one specific case, Kentucky residents who used a certain law firm to assist with applying for Social Security Read More