Welcome to the Verdi Group website. Our company was founded on a handful of key values that shape how we operate our business today. We want to run a successful business, but how we achieve that success is as important to us as the success itself.
- Intentional, Focused and Prepared: The Verdi Group works to be intentional, focused and prepared in all of our client interactions. We want to be able to provide our clients with the best available advice and recommend the best available solutions. We work to make sure we are prepared and focused, helping our clients to the best of our abilities.
- Seek First To Understand, Not Be Understood: The Verdi Group works to understand our clients unique situations and truly listen to your needs and concerns. We want to know what is important to you. And we want to help you any way that we can.
- Iron Sharpens Iron: Our group of 7 advisors and our support staff believe that we can better serve our clients and our community as a "band of brothers" that works together. We hold each other accountable and we support one another as we build our business by providing exceptional advice and service to our clients.
- Earn The Right to Speak Into People's Lives: The Verdi Group is comitted to serving in the communities where we do business. We have handed out over $20,000 in grant money in local area school districts through Voya Financial's Unsung Heros program and we commit to spending time each year teaching students about finance and investing. We want to serve our clients and our community and be a resource that gives more that we take.
We hope your visit to our website will help you understand the opportunities that are available when you take a proactive approach to your personal financial situation. The Verdi Group created this Web site to help you gain a better understanding of the financial concepts behind retirement planning, insurance, investing and wealth preservation.
Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals. We want to help you learn more about who we are, and what is important to us. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.
Newsletters
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SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
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After the Loss of a Loved One, Watch Out for Scams
Scammers often prey on those who are most vulnerable. This article outlines common scams that target people who have lost a loved one.
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Beware of These Life Insurance Beneficiary Mistakes
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
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HOT TOPIC: The Fed Finally Cut Interest Rates
The Fed’s first rate cut of one-half percentage point in four years marks a critical juncture for the economy, with significant implications for consumers, businesses, and investors.
Calculators
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.