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VERPA Blog

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Practical guidance on retirement, taxes, investments, and estate planning — every article our advisors have published, now in one place.

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Retirement Planning

Retirement Planning Checklist: 10 Steps Before You Retire

A practical ten-step retirement planning checklist covering goals, cash flow, investments, Social Security, Medicare, taxes, and estate documents for Virginians preparing to retire.

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Investment Management Articles

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Investment Management

The Millionaire Next Door

Maybe it’s true that having $1m+ isn’t as impressive as it used to be these days. But it’s still a measure that we continue to use as a marker of financial “arriving”. What’s further interesting is…

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