Veater Financial Group

Our annual "Year-End Tax Report" will be hitting subscribers mailboxes early next week! It'll include the following topics: - Year end tax planning ideas for 2020 - 401(k)/IRA contribution limits & deadlines - Info on capital gains/losses... - Possible tax changes if Joe Biden is elected If you'd like to be added as a subscriber, give us a call at (559) 432-3877 or e-mail Brittney at [email protected]

George shares the game plan for volatile times (such as September) and why to look forward to the 4th quarter

https://www.veaterfinancialgroup.com//some-notable-cares-s

State of the Market + Creek Fire Update

As many of you know, George, Karen, Brian and Keri live in the mountain communities near the Creek Fire. As of right now, they are all safe and not in necessary evacuation order areas (and are in the office ). Thank you to so many of our clients for your kindness and concern over the past few days! Our prayers continue to be with those who have had to evacuate and the firefighters working tirelessly to beat this thing! Photo credit: Keri

George reviews typical market patterns for the month of September as well as the 4th Quarter + How we utilize the strategy of dollar-cost averaging during times like these.

We have a brand new phone system which will help us better serve clients for years to come! The phones are quite a bit different than what we are accustomed to. Please continue to be patient with us as we all adjust. Thank you!

Our phones are down! We are busy working towards a solution. In the meantime, you may contact any of us via e-mail and we will reach out through cell phone: [email protected] [email protected] [email protected]... [email protected] [email protected] [email protected] [email protected] [email protected] See more

Yikes. Feeling extra grateful for our office building AC right now. Any of our retired clients headed to better weather?

Some beautiful scenes from the Ranch this week

VFG Client Spotlight: Two lifelong educators share some practices that helped them along their way towards retirement.