Anthem Security Breach – What You Need To Know Recap

Anthem Security Breach – What You Need To Know Recap

Fraudulent Tax Return Filing

There’s a lot of news about someone fraudulently filing my tax return to collect a refund. Is this legitamate and how can I avoid it?  This is a legitamate concern and is indeed happening. With the personal information stolen during the Anthem security breach, hackers have the necessary information to file a tax return using […]

Getting Your Tax Refund

Many taxpayers anxiously await their tax refunds this time of year. Filing your tax return(s) electronically is the fastest way to file and have your funds directly deposited into your bank account. For those who e-file, your tax refund can typically be expected within 10 to 14 days from the filing date, whereas if mailed, […]

IRS Scams – Be Aware!

The IRS has seen a surge of telephone scams in recent months. Most are phone calls threatening police arrest, deportation, license revocation, among others. We have heard of this happening a lot and it happened recently to a Veros client so we wanted to share with you so you are aware. If you receive an […]

Employee Benefits

If you work for a small or large employer, you likely have some benefits as a team member or employee.  Some employers will offer more benefits than others, and even if you are self-employed there are some benefits of which you can take advantage as well.  These benefits may be in the form of a […]

Password Overload!

In today’s internet world, you’re required to have a password for virtually everything you do online. As you move more and more of your day-to-day activities online (i.e. bill pay, online banking, vehicle registration, health care, taxes – the list is endless) comes the need to set up another username and password. The challenge with […]


In continuing our series of Financial Planning 101… Due to the time of the year we’re in, you are probably getting some mail labeled, “Important Tax Document Enclosed.” Some folks wait until they have all this information, and if daring enough, begin to prepare their own tax return. To that, I say, “Good luck!” Otherwise, […]

College Savings & Financial Aid

College Savings Saving for college is a major expense, and unfortunately, it isn’t getting any cheaper as college tuition continues to rise at a rate of about twice the core inflation factor.  There are many ways to save for college (529 Plan, Roth IRA, Savings Account, ESA, etc.), but what is considered the best tool […]

Insurance Options

To continue our series on Financial Planning 101, we’d like to offer some thoughts on insurance. There are many different types of insurance one can obtain, but we all have different views on the needs or important of insurance to each of us.  The need analysis is a critical step to determine if a product […]

Thinking of Buying a Home?

The first consideration when thinking of buying a home should be to consider buying versus renting and which makes more sense. A few main points to review here could sway you either way: How long to you plan to be in the home? A good general rule of thumb is at least 5 years. Who […]