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‘Pre-Wealth’ Advising Gives Lifeline to the Paper Rich
Original article published on WealthManagement.com here
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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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Get a jump on your End-of-year Tax Planning
You might recall that the big new tax law—known officially as the Tax Cuts and Jobs Act (TCJA), signed into law in December 2017—took effect at the beginning of the 2018 tax year. Among its major adjustments, the TCJA almost doubled the standard deduction, lowered tax brackets, repealed the Affordable Care Act’s individual mandate, and…
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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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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.
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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…
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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.
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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,…
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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.
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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…
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