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Financial Planning
Encore Life – The Path to Well-Being
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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Financial Advisor Marcus Dusenbury Live on ‘Getting Your Dough to Rise’ with Chuck Noel KSER 90.7 FM
Enjoy a live interview with Viridian Financial Advisor & Founding Shareholder, Marcus Dusenbury
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What is the Child Tax Credit and Can your Family Benefit this Year?
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?”
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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Tax Planning AFTER April 15th
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…
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Retirement Travel: Make the Most of Your Travel Dollars
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
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…
Read More Creating your “Encore” Life Part 2
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,”…
Read More Shouldn’t your Retirement be your “Encore” Life? Part 1
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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Q3 Viridian Market Commentary
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…
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