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Financial Planning

The Call of the Snowbird Life

February 19, 2020
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Written by Matt Boelter Financial Advisor and Shareholder Ever think of moving to a warmer climate for the rainy/snowy season?  At one time or another, all of us who live in northern climes have thought how nice that would be.  As with most retirement options, the further ahead you plan, the more choices you will…

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Fourth Quarter Market Commentary

February 19, 2020
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Fourth Quarter 2019 Market Commentary By Brian Johnson, Viridian Chief Investment Officer and Shareholder January 26, 2019 Summary:  The fourth quarter of 2019 saw most stock markets move meaningfully higher, while bonds took a breather after earlier advances. The fourth quarter of 2019 was overwhelmingly positive for major equity (stock) indices. Domestically, the S&P 500…

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The Dangers Of Using A 529 Plan For Student Loan Debt

February 6, 2020
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The article including thoughts from Mary Ann Ferreira, CFP®, Certified Divorce Financial Analyst™, and Viridian Shareholder was originally published by Forbes.com To read the full article, click here.

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SECURE Act Update — How Could It Affect Your Retirement?

January 22, 2020
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SECURE Act – Implications for You Written by Mary Ann Ferreira, Financial Advisor & Shareholder While we were all preoccupied with decorating Christmas trees, lighting Hanukah candles and/or other Holiday festivities, a new Federal law was quietly passed and went into effect on January 1, 2020.  This law, dubbed the Setting Every Community Up for…

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How to Invest for Capital Preservation

January 7, 2020
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Article including quote from Matt Boelter, Viridian Financial Advisor and Shareholder. The article was originally published with US NEWS & World Report. To read the full article, click here.

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Get a jump on your End-of-year Tax Planning

December 17, 2019
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You might recall that the big new tax law—known officially as the Tax Cuts and Jobs Act (TCJA), signed into law in December 2017—took effect at the beginning of the 2018 tax year. Among its major adjustments, the TCJA almost doubled the standard deduction, lowered tax brackets, repealed the Affordable Care Act’s individual mandate, and…

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Share Your Legacy this Holiday

December 10, 2019
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It is the holiday season, a time of year when our thoughts naturally turn to family.  This is also a good time to reflect on your plan for sharing your abundance with your family, both during your lifetime (now or in years to come) and after you’re gone.  To leave the type of legacy you…

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Joe Erickson

Can The Child Tax Credit Help You This Year?

December 3, 2019
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Find out details from Joe Erickson, CPA & Shareholder. If you would like to know more contact your Financial Advisor or make an appointment with Joe Erickson here.

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Divorce and your mortgage: Here’s what to know

November 20, 2019
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The article including thoughts from Mary Ann Ferreira, CFP®, Certified Divorce Financial Analyst™, and Viridian Shareholder was originally published on Bankrate.com. To read the full article, click here.

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Your Retirement Fitness Plan: As Important as Your Financial Plan

November 19, 2019
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The aging process affects us all. It is important to stay active and healthy to be able to enjoy the life you’ve worked hard to achieve. Staying strong enough to handle whatever life throws at you is a process, and one that takes some planning. It is a fact of life that, as we age,…

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