Posts Archive
Uncategorized
Can The Child Tax Credit Help You This Year?
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.
Read More
Thoughts on Thanksgiving— Meet Doug Custer, Financial Advisor & Shareholder
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…
Read More
Divorce and your mortgage: Here’s what to know
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.
Read More
Your Retirement Fitness Plan: As Important as Your Financial Plan
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,…
Read More
Financial Advisor Marcus Dusenbury Live on ‘Getting Your Dough to Rise’ with Chuck Noel KSER 90.7 FM
Enjoy another great live interview with Viridian Financial Advisor & Founding Shareholder, Marcus Dusenbury on KSER 90.7.
Read More
Ready to Start Your Own Business? Choosing the Right Business Structure is Crucial
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…
Read More
Our People are our Most Valuable Asset — Meet MaryAnn Ferreira, Financial Advisor & Shareholder
To read more about MaryAnn Ferreira or make an appointment you can click here. .
Read More Our People are our Most Valuable Asset — Meet Joe Erickson, CPA & Shareholder
To read Joe’s complete bio click here.
Read More
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…
Read More
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…
Read More