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Verisail Partners

Posts by Scott Voigt, CFA, CFP®, CPA

20 Second Advisor: ETFs vs Mutual Funds

We have a lot of clients asking about the differences between ETFs and mutual funds (active and passive). Determining whether an ETF or mutual fund is better depends on your situation and what you are trying to accomplish. Here are a few key points to remember: ETFs are traded more like stocks, while mutual funds…

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20 Second Advisor: 5 Financial Goals for 2020

The New Year is a great time to think about what you want to do or accomplish for the upcoming calendar year. It is also a time to calibrate and “re-center” your financial plan. Here are 5 regular rhythms that I recommend building into your annual financial check up in early January. Net worth– Calculate…

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20 Second Advisor: 2020 contribution limits

The IRS has announced contribution and benefit limits for 2020. Here is a summary of the updated limits 401(k), 403(b), most 457 plans, and Thrift Savings Plan: contribution limit is increased from $19,000 to $19,500. Catch-up contributions: for employees aged 50 and over who participate in these plans is increased from $6,000 to $6,500. SIMPLE…

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20 Second Advisor: Equifax Breach Settlement

In September of 2017, you may remember the Equifax data breach that affected 147 million people. Just a quick update: The company has agreed to a global settlement with the Federal Trade Commission, the Consumer Financial Protection Bureau, and 50 U.S. states and territories. The settlement includes up to $425 million to help people affected…

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