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Life 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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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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Who Cares About Social Responsibility?

May 2, 2019
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If You Care, Maybe You Should do Business with Others Who Care, Too. Written by Shannon McCarty, Director of Marketing I often say, “People like doing business with people they know.”  We all find ourselves occasionally looking for a person or firm to hire, and it’s natural to turn to business colleagues, friends or family…

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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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Tax Changes: Sell Your Property or Convert to a Rental Property? What’s Right for You?

March 8, 2019
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By Joe Erickson, CPA and Viridian Shareholder Recent changes to tax law can have a significant impact on decision-making in the current real estate environment. This article describes some of the major changes, and it will hopefully help you decide what to do with your home if/when you decide to no longer live there. Tax…

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