Posts Archive
Retirement
The Call of the Snowbird Life
Written by Matt Boelter Financial Advisor and Shareholder Ever think of moving to a warmer climate for the rainy/snowy season? At one time or another, all of us who live in northern climes have thought how nice that would be. As with most retirement options, the further ahead you plan, the more choices you will…
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SECURE Act Update — How Could It Affect Your Retirement?
SECURE Act – Implications for You Written by Mary Ann Ferreira, Financial Advisor & Shareholder While we were all preoccupied with decorating Christmas trees, lighting Hanukah candles and/or other Holiday festivities, a new Federal law was quietly passed and went into effect on January 1, 2020. This law, dubbed the Setting Every Community Up for…
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Share Your Legacy this Holiday
It is the holiday season, a time of year when our thoughts naturally turn to family. This is also a good time to reflect on your plan for sharing your abundance with your family, both during your lifetime (now or in years to come) and after you’re gone. To leave the type of legacy you…
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Our People are our Most Valuable Asset — Meet Maureen Jones, Financial Advisor & Shareholder
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
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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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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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,”…
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