Skip to content

Posts Archive

Shannon McCarty

How to Make the Most of Your 401(k) — Qualifying for employer 401(k) matches can literally be life-altering

October 1, 2019
,

Written by Bruce Yates, Financial Advisor & Shareholder. The original article is published on MarketWatch.  To read the full article, click here.

Read More

Our People are our Most Valuable Asset — Meet MaryAnn Ferreira, Financial Advisor & Shareholder

September 24, 2019
, , ,

To read more about MaryAnn Ferreira or make an appointment you can click here. .

Read More

Encore Life – The Path to Well-Being

September 17, 2019
, , , ,

Creating an Encore Life includes successfully transitioning from a life with a traditional full-time career to a life after that traditional career, otherwise known as some form of retirement.  Retirement is one of the biggest transitions most people face. It can be done well, with good results, or it can be done poorly, with less…

Read More
Marcus Dusenbury

Financial Advisor Marcus Dusenbury Live on ‘Getting Your Dough to Rise’ with Chuck Noel KSER 90.7 FM

September 3, 2019
, , , ,

Enjoy a live interview with Viridian Financial Advisor & Founding Shareholder, Marcus Dusenbury

Read More

What is the Child Tax Credit and Can your Family Benefit this Year?

August 28, 2019
,

As all parents know, raising children is expensive.  In fact, the average American family spends roughly a quarter of a million dollars to raise a child to age 18 (and that doesn’t even include college).  The Child Tax Credit (CTC) certainly can’t come close to offsetting all of those expenses, but it can at least…

Read More

Social Security Insights: Can you still file a “Restricted Application?”

August 8, 2019
, , , ,

Written by Matt Boelter, Financial Advisor & Shareholder Choosing the wrong time to pull Social Security benefits can cost you hundreds of thousands of dollars over your lifetime.  On November 2nd, 2015, new Social Security rules were signed into law that ended what was known as the “restricted application.”  However, if you were born before…

Read More

Q3 Viridian Market Commentary

August 5, 2019
, , ,

Written July 24, 2019 by Brian Johnson, Chief Investment Officer and Shareholder. Summary:  Returns have been stellar through the first half of 2019.  We’re looking to take advantage of pullbacks. It has been an incredible first half of 2019.  The Dow Jones Industrial Average (“Dow”) just experienced its best June since 1938, while the S&P…

Read More

Tax Planning AFTER April 15th

July 31, 2019
, ,

It is a common belief that once April 15th is past, you can breathe a sigh of relief, and not think about taxes again until next year.  But that is not true, since there can be a great deal of value in tax planning throughout the year.  Tax problems may have been avoided if you…

Read More

529 plan vs. Roth IRA: Here’s how families can use both to save for college

July 26, 2019
,

Article including quotes from Matt Boelter Viridian Financial Advisor and Shareholder. The article was originally published with Bankrate. To read the full article, click here.

Read More

Retirement Travel: Make the Most of Your Travel Dollars

July 11, 2019
, , , ,

Many retirees are happy staying close to home, enjoying family and taking life easy.  But many others are motivated by a certain wanderlust—a desire for a more adventurous lifestyle while they’re still physically able. You’ve worked hard to accumulate wealth that will enable you to live comfortably in retirement.  Now you have the time, freedom…

Read More

Get In Touch

Share On Social Media