Retirement Insights
Practical Financial Guidance. Written To Help You Make Better Decisions.
Explore retirement planning, investment strategies, tax insights, estate planning, and financial guidance from the advisors at Virginia Estate & Retirement Planning Advisors.
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All remaining published titles link directly to the official VERPA blog.
- Real Talk About Career Planning
Retirement Planning · 2020-02-24
- Tax Mistakes to Avoid During Retirement
Tax Advice · 2017-07-06
- Focus On Retirement Assets As Predictable Income
Retirement Planning · 2017-06-21
- Why You Should Pursue a Tax-Efficient Retirement Withdrawal Strategy
Tax Advice · 2017-06-21
- Why Starting Social Security Early May Not Be a Good Idea
Retirement Planning · 2017-06-21
- To PLOP or Not to PLOP. That is the Question for Teachers and State Employees
Retirement Planning · 2017-05-19
- Thinking Clearly About Your Future
Retirement Planning · 2017-05-16
- How To Purchase Happiness
Retirement Planning · 2017-05-09
- Living Out Your Retirement in Advance
Retirement Planning · 2017-05-02
- 4 Very Common IRA Mistakes
Retirement Planning · 2017-03-20
- How To Gently Encourage Independence
Retirement Planning · 2017-03-03
- Raising Money-Smart Children
Retirement Planning · 2015-06-30
- Estate Planning Is a Critical Part of a Well-Planned Life
Estate Planning · 2015-06-09
- Reclaiming Control Over Your Taxes
Tax Advice · 2015-04-03
- Great Financial Communication Within a Marriage
Retirement Planning · 2015-04-03
- Spending Your Money Well
Retirement Planning · 2015-04-03
- A Checkup From Your Financial Doctor
Retirement Planning · 2015-04-03
- Doing Estate Planning The Right Way
Estate Planning · 2015-04-03
- Evaluating Finances With Your Heart In Mind
Retirement Planning · 2015-04-03
- The Starting Point For Tax Planning
Tax Advice · 2015-04-03
- When Our Tax Policy Affects Families
Tax Advice · 2015-04-03
- Good Estate Planning (and Bad)
Estate Planning · 2015-04-03
- How To Choose The Best Guardian
Estate Planning · 2015-04-03
- Unseen Money Mistakes (Part 1)
Retirement Planning · 2015-04-03
- Unseen Money Mistakes (Part 2)
Retirement Planning · 2015-04-03
- Nine Reasons To Create An Estate Plan Right Now
Estate Planning · 2015-04-03
- Beating Procrastination
Retirement Planning · 2015-04-03
- The Millionaire Next Door
Investment Management · 2015-04-03
- Good Reasons To Give (Aside From Tax Deductions)
Tax Advice · 2015-04-02
- What Taxpayers Need To Know About The ACA
Tax Advice · 2014-12-15
- The Billionaire’s Way
Tax Advice · 2014-11-10
- Will, Trust, Or Nothing
Estate Planning · 2014-09-29
- Is A Trust Smart For You?
Estate Planning · 2014-06-02
- Caring For Two Generations
Estate Planning · 2014-05-19
- Self-Protection Through Knowing How Long To Keep Tax Records
Tax Advice · 2014-02-18
- Take A Test Drive Of Your Retirement Plans
Retirement Planning · 2014-02-18
Advisor Spotlight
Leadership. Vision. Purpose.
Thomas P. Marshall
Tom founded VERPA with a simple belief: an educated investor is our best client. His leadership is rooted in transparency, independence, and a lifelong commitment to helping families retire with confidence.
- ● President
- ● MBA
- ● MDiv
- ● Vanderbilt University
- ● Virginia Union University
- ● Virginia Military Institute
- ● Author of More Retirement Smarts: Plan Well and Retire Well
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