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Financial Planning

Marcus Dusenbury

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

November 13, 2019
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Enjoy another great live interview with Viridian Financial Advisor & Founding Shareholder, Marcus Dusenbury on KSER 90.7.

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Better Living Through Giving

November 7, 2019
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Part 1- Why this Blog Series? Many years back, as a young adult, my father and I were watching an NFL football game.  During the halftime break, a segment aired about Gene Stallings, who was, at the time, head coach of the (then) St. Louis Cardinals (I’m dating myself; I know).  The focus of the…

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Maureen Jones

Our People are our Most Valuable Asset — Meet Maureen Jones, Financial Advisor & Shareholder

October 31, 2019
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To read more about Maureen Jones or to make an appointment you can click here.

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Ready to Start Your Own Business? Choosing the Right Business Structure is Crucial

October 9, 2019
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Ready to Start Your Own Business? Choosing the Right Business Structure is Crucial So, you have come up with a brilliant idea and you think to yourself, “I should start a business…but where do I start?”  If you google “how to start a business,” you’ll soon discover that there are several different types of business…

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

October 1, 2019
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Written by Bruce Yates, Financial Advisor & Shareholder. The original article is published on MarketWatch.  To read the full article, click here.

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

September 24, 2019
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To read more about MaryAnn Ferreira or make an appointment you can click here. .

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Encore Life – The Path to Well-Being

September 17, 2019
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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…

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Marcus Dusenbury

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

September 3, 2019
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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
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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…

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

August 8, 2019
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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…

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