Latest Insights from Verum
Partnership Expansion Announcement
We’ve developed a thoughtful framework to support Verum’s evolution into a more mature and enduring enterprise…
Medicare Planning 101: Your Guide for Making Informed Medicare Open Enrollment Decisions
A comprehensive guide to Medicare planning, covering key coverage options, medicare open enrollment and decision-making frameworks…
Board of Directors: Planning Playbook
We’ve worked with many board members of all different backgrounds, across many different organizations, and we’ve…
Impact & Legacy Planning Conversations with Verum Partners: A Pathway to Confident Wealth Transition
Our wealth transition meetings are carefully designed to encourage open dialogue, providing families with a clear…
One Big Beautiful Bill Act Planning
As we move beyond simply understanding what is and isn’t in the new One Big Beautiful…
One Big Beautiful Bill Act Summary & Key Provisions
The “One Big Beautiful Bill Act” tax bill (a/k/a the OBBBA, a/k/a the 2025 United States…
