V&E Wealth Management

04/02/2026

Final Four Financial Habits 🏆💡

We're down to the Final Four, and it's time to focus on the habits that help you keep that Champion’s Mindset. Consistent saving, continuous learning, disciplined investing, and proactive financial reviews are the cornerstones of success. Just like the teams on the court, it's about dedication and ex*****on. Are you ready to take your financial game to the championship level?

04/01/2026

April Fools' Day is here again, and it's not only about pranks and practical jokes. It's a good time for a person to reflect on times when they might have felt a bit foolish. Maybe they made a decision that didn't turn out well, or a mistake that left them feeling low. The good news is that feeling like a "fool" is almost always a temporary situation if one can learn from the experience. Give yourself room to think and grow, and you might even learn to laugh at it all, in hindsight.

03/26/2026

The MVPs of Financial Success 🍀💼

As the tournament heats up, we're heading into the Sweet Sixteen. In finance, your core strategies are a key part of your game! From research to a coordinated approach, these strategies are your most valuable players. Which financial play is your go-to?

03/23/2026

April 15 is only 25 days away! Just a friendly reminder that Tax Day is just around the corner. While many may have their ducks in a row, tax-wise, today is a good time to connect with your tax professionals to confirm you've met all the deadlines or make any necessary arrangements!

03/19/2026

College Basketball season has arrived 🏀

And just like in basketball, financial professionals know the importance of strategy and precision. As we dive into the frenzy of the tournament, let's remember the key plays in finance: base your strategy on your risk tolerance, goals, and time horizon. Stay tuned for more insights on how to make every financial decision a slam dunk!

03/12/2026

Homeownership can bring added considerations during tax season.

As the IRS begins accepting 2026 tax returns, homeowners may be reviewing whether to itemize deductions or take the standard deduction. Depending on individual circumstances, certain expenses tied to owning a home may still be eligible for tax treatment under current rules, including mortgage interest and property-related costs.

Because tax situations vary, it may be helpful to review what applies to you before filing.

If you have questions about how these items show up in your overall financial picture, feel free to reach out. For specific tax guidance, it’s best to connect directly with your qualified tax professional. I’m happy to coordinate with them to ensure your financial strategy is aligned.



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It will mostly be business as usual for homeowners this tax season. However, new changes introduced under the "big, beautiful bill" may affect how they file.

03/10/2026

You might be paying more in taxes than you need to—and not even realize it.

From investment timing to account selection, small decisions can have a big impact on your total tax bill. Here are five areas to keep in mind this tax season.

02/16/2026

Presidents’ Day! Originally a holiday celebrating the birth of George Washington, the first President of the United States, it has since become a holiday to mark all those who have served in the nation’s highest office. How will you spend the holiday weekend? A quick excursion with family or loved ones? A quiet break at home? However you are marking the holiday, here’s hoping you enjoy your Presidents’ Day!

02/16/2026

The Treasury Department in January said more than a million people have signed up for Trump accounts. Are you eligible?

02/10/2026