Posts Archive
Uncategorized
Our People are our Most Valuable Asset — Meet Matt Boelter, Financial Advisor & Shareholder
To read Matt’s complete bio click here
Read More
Top 11 Ways to Prevent Fraud and Identity Theft
By Matt Boelter, Viridian Financial Advisor and Shareholder Almost every day we hear stories from families affected by some form of fraud. According to the Federal Trade Commission (FTC), identity theft is one of the most commonly reported types of fraud. Here are some suggestions for staying out of harm’s way, and a few of…
Read MoreMay 2019 Market Update
By Brian Johnson, Viridian Chief Investment Officer and Shareholder Market Commentary May 22, 2019 Summary: Considerably more money has been flowing into bonds recently than into global equity (stock) markets. That, plus continuing trade war escalation and some borderline indicators, are keeping us underweight equities in our Viridian Conservative and Viridian Balanced model portfolios. Although…
Read MoreApplying for a Mortgage
Since most people finance their home purchases, buying a home usually involves applying for a mortgage. Here is some basic information to help guide you through the process. Mortgage prequalification vs. preapproval Before applying for a mortgage, you’ll want to shop around and compare the mortgage rates and terms that various lenders offer. When you…
Read MoreI'm transitioning out of the military. How do I search for a job?
Answer: The transition from the military to a civilian job can be difficult. Fortunately, you can follow a few key steps to make the process as smooth as possible and help find a job that’s financially and professionally rewarding. At the beginning of your search, you’ll want to reach out to your local Transition Assistance…
Read MoreMedicaid Liens and Estate Recoveries
What are Medicaid liens and estate recoveries? Federal law encourages states to seek reimbursement from Medicaid recipients for Medicaid payments made on their behalf. There are two types of cost-recovery actions against the assets of Medicaid recipients: (1) real or personal property liens, and (2) recovery from decedent’s estate. A Medicaid lien is a form…
Read MoreWomen and Estate Planning Basics
When it comes to estate planning, women have unique concerns. The fact is that women live an average of 4.8 years longer than men.* That’s important because it means that there’s a greater chance that you’ll need your assets to last for a longer period of time and a greater need to plan for incapacity.…
Read MoreSBA Accepting Annual Award Nominations
The Small Business Administration (SBA) is accepting nominations for its 2016 National Small Business Week Awards. Nominations can be submitted online or mailed directly to the relevant SBA district office. The deadline for submissions is 3 p.m. ET, January 11, 2016. Winners will be announced during National Small Business Week, May 1-7, 2016. Awards are…
Read MoreRules for Coverdell Education Savings Accounts
A Coverdell education savings account is a particular type of savings vehicle that allows you to invest for the education costs of a child or other beneficiary. Coverdell ESAs offer tax-deferred savings opportunities. You can contribute up to $2,000 per beneficiary, assuming you meet the income requirements. You can even make a contribution as late…
Read More
No Pain, No Gain: 2016 May Require Tolerance for Volatility