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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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Thoughts on Thanksgiving— Meet Doug Custer, Financial Advisor & Shareholder

November 26, 2019
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To read Count your blessings! 11 RIAs Share what they’re thankful for in 2019 as published in CityWire, click here. I’ve been blessed beyond measure in innumerable ways: a loving wife and family; an energetic golden retriever; many deep friendships; a wonderful church community; health; a beautiful home in the great Pacific Northwest; a love…

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Divorce and your mortgage: Here’s what to know

November 20, 2019
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The article including thoughts from Mary Ann Ferreira, CFP®, Certified Divorce Financial Analyst™, and Viridian Shareholder was originally published on Bankrate.com. To read the full article, click 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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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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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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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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Joe Erickson

Our People are our Most Valuable Asset — Meet Joe Erickson, CPA & Shareholder

August 15, 2019

To read Joe’s complete bio click here.

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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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