April 30, 2018

What is a QCD?

By Charles R. Elhoff, Jr.  CFP®, ChFC, CLU  Life and Health Insurance Counselor It is not a new drug for your health, but it may be beneficial to your financial health. Qualified Charitable Distributions (QCD) are very simple, as far as tax savings go. They may be used to maximize the new, higher standard deduction. It is simple, but that doesn’t mean it won’t have a […]
April 12, 2018

We’ve Moved and More!

It is with great anticipation and pleasure we inform you that on April 6, 2018, the offices of V&E Wealth Management will be consolidating and relocating to a larger, more accommodating place of business. Our new location is at 2535 East Southlake Boulevard, Suite 100, Southlake, Texas 76092, located in the same center as our current Southlake office location. We will be keeping the same phone […]
March 27, 2018

Medicare Premium Increases for 2018

By Brian Tillotson, CPWA® Certified Private Wealth AdvisorSM  When I watch the news, I see plenty of coverage about how the 2017 Tax Cuts and Jobs Act will help businesses, but it can be difficult to determine exactly how this Act will affect individuals. We recently sent out a letter about changes in various tax brackets, exemptions, and deductions that did a good job of outlining […]
March 14, 2018

Volatility Can Be Your Friend

By Brian Tillotson, CPWA® Certified Private Wealth AdvisorSM We often receive calls during times like early February when the market drops significantly. In many cases, it is due to worries about how much money one might be losing in the market. We consider this to be a glass half empty view of volatility. First, volatility is a misunderstood word in investing as it usually only comes up in […]
February 28, 2018

Nobody Needs Life Insurance

Charles R. Elhoff, Jr. CFP®, ChFC, CLU Life and Health Insurance Counselor Nobody needs life insurance, that’s right, nobody needs life insurance. You are not alone if you’ve ever thought it seemed absurd to take money out of your own pocket to buy a life insurance policy that someone else will benefit from once you pass away. The odds are in your favor and in reality […]
February 23, 2018

When Will I Get My Tax Documents

By Karen Spence, CRPC® Chartered Retirement Planning CounselorSM It’s hard to believe that tax season is here already. In an effort to help our clients be prepared, we wanted to make sure you are informed of important dates and items to consider when preparing to file your taxes. Important Dates Below please find the updated mailing schedule for your 1099 Consolidated form from LPL Financial. LPL […]
January 31, 2018

The Federal Reserve Chairman

By Brian Tillotson, CPWA® Certified Private Wealth AdvisorSM There have been many big headlines coming out of Washington these days, but one that should not be overlooked is the nomination of the new Federal Reserve Chairman. The Federal Reserve is responsible for controlling the nation’s monetary policy and credit conditions, supervising and regulating banks and maintaining stability of the financial system, so it is easy to […]
January 17, 2018

Expectations Versus Reality

By Brian Tillotson, CPWA® Certified Private Wealth AdvisorSM Going into 2018 and in the midst of an 8 year bull market, content can set in. While being content in life is great, being content in the stock market can be very dangerous. I have written a couple of times regarding my concern with the amount of risk investors are taking, in many cases unknowingly. Volatility will […]
November 29, 2017

Medicare Help

By Karen Spence, CRPC® Chartered Retirement Planning CounselorSM The holidays are upon us now and, coincidentally, so is the annual Medicare Open Enrollment period!  As most of you know, V&E Wealth Management is a full service wealth management firm, and we pride ourselves on helping our clients with all aspects of their financial life.   Our holistic approach coordinates and unifies financial decisions, so that those decisions […]
October 31, 2017

Halloween Fun

By Karen Spence, CRPC® Chartered Retirement Planning CounselorSM At V&E Wealth Management, we like to celebrate the holidays! Fall is in full force, and Halloween is here. To help us all get into the spirit, here are a couple of fun traditions that you could do with your family, grandkids, friends and neighbors. 1) Halloween Boo Bags – The Halloween Boo tradition is ring-and-run at its […]