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Life Planning

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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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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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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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

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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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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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