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Financial Planning

Retirement Travel: Make the Most of Your Travel Dollars

July 11, 2019
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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…

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Creating your “Encore” Life Part #3

June 25, 2019
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Part Three of Weekly Three Part Series started 6/14/19. Part 3 – Goal Setting If you aren’t setting goals, start – now. If you are setting goals, do it the right way. Based on the Encore Wheel of Life exercises you completed in Part 2, you should have many ideas that, if accomplished, will increase…

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Creating your “Encore” Life Part 2

June 20, 2019
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Part Two of Weekly Three Part Series started 6/14/19. Part 2 – The Encore Wheel of Life In Part 1 of this 3-part series, we looked at life’s stages, and some of the common experiences and changes people go through during each of life’s four “quarters.” This led to the idea of an “Encore Life,”…

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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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Our People are our Most Valuable Asset — Meet Matt Boelter, Financial Advisor & Shareholder

June 7, 2019
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To read Matt’s complete bio click here

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Top 11 Ways to Prevent Fraud and Identity Theft

May 24, 2019
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By Matt Boelter, Viridian Financial Advisor and Shareholder 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…

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Is it time to change financial advisers?

May 14, 2019
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Written by Adriel Tam, CEO and Founding Shareholder. The original article is published on MarketWatch. To read the full article, click here.

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Why Losses Hurt More than Gains Feel Good: Part 2. Implications for Different Investors

April 24, 2019
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Written by Bruce Yates, Financial Advisor and Founding Shareholder In Part 1 of this series, we saw how any loss of a given percentage requires a larger gain (sometimes much larger) to recoup what was lost.  This phenomenon is shown in the table below, with the right-hand column showing how much larger gains must be…

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Financial Perspectives from a Professional Golfer

April 18, 2019

Written by Rick McDonald, Financial Advisor I’ve had the honor and good fortune to live two of my life dreams.  First, I became a successful professional golfer.  Then I was able to enter a second career as a financial planner/advisor, in which I get to truly impact people’s lives, helping them reach their goals and…

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Spring Cleaning — Put Your Financial House in Order

April 10, 2019
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As you file away your forms and schedules at the end of the tax season, it’s a good time to take a closer look at the big picture of your financial structure and tidy up where needed. Here’s a checklist of key considerations to help you get started. Lay a Balanced Investment Groundwork Does your…

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