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Financial Education

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

July 26, 2019
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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.

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Brian Johnson

Inside the Toolbox: Monitoring Sector Performance

July 1, 2019
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We thought it might be insightful this month to share with you one of the tools we use in analyzing sectors and sector performance. It is always useful to have simple ways to keep market moves in perspective, and one way that we do this is by looking at the relative performance of the 11…

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Shouldn’t your Retirement be your “Encore” Life? Part 1

June 14, 2019
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Part One of Weekly Three Part Series starting 6/14/19. Part 1 – Don’t Plan for Retirement The retirement you saw your grandparents or even your parents live through will likely not be the retirement you choose for yourself. Consider the following: In 1900, the average life expectancy was 47 years. Only 100,000 Americans lived to…

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Top 11 Ways to Prevent Fraud and Identity Theft

May 24, 2019
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Almost every day we hear stories from families affected by some form of fraud.  According to the Federal Trade Commission (FTC), identity theft is one of the most commonly reported types of fraud.  Here are some suggestions for staying out of harm’s way, and a few of them might surprise you. 1. Credit Cards are…

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Who Cares About Social Responsibility?

May 2, 2019
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If You Care, Maybe You Should do Business with Others Who Care, Too. Written by Shannon McCarty, Director of Marketing I often say, “People like doing business with people they know.”  We all find ourselves occasionally looking for a person or firm to hire, and it’s natural to turn to business colleagues, friends or family…

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Kids and Money: A Little Education Pays Off

June 4, 2018
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Just about anyone who’s ever watched a child or grandchild go from the crib to kindergarten and beyond has uttered the phrase, “They grow up so fast.” Although you can’t really freeze a youngster’s precious moments in time, you can take steps to make sure that his or her journey to adulthood starts with a…

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How Can You Manage Your Debt?

May 28, 2018
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Understanding how much debt you can handle and being smart about managing it can help you pursue long-term financial goals. Consider the following tips when analyzing how much you owe. 1. Calculate how much debt you carry. Although there are exceptions for special situations, many mortgage providers consider the most attractive candidates to be those…

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How to teach your kids the value of saving for retirement — before it’s too late

December 29, 2017
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Written by Bruce Yates, Matt Boelter, and Joe Erickson, CPA Original Article can be found here.

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Asset Protection in Estate Planning

October 30, 2017
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You’re beginning to accumulate substantial wealth, but you worry about protecting it from future potential creditors. Whether your concern is for your personal assets or your business, various tools exist to keep your property safe from tax collectors, accident victims, health-care providers, credit card issuers, business creditors, and creditors of others. To insulate your property…

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Choosing an Entity for Your Business

October 23, 2017
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Now that you’ve decided to start a new business or buy an existing one, you need to consider the form of business entity that’s right for you. Basically, three separate categories of entities exist: partnerships, corporations, and limited liability companies. Each category has its own advantages, disadvantages, and special rules. It is also possible to…

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