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U.S. Supreme Court Clarifies How ERISA's Duty to Monitor Plan Investments Interacts with the Six-Year Statute of Limitations

June 12, 2015
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On May 18, 2015, the U.S. Supreme Court decided the case of Tibble v. Edison International. Tibble was an employee of Edison and participated in its 401(k) plan. He and other employees sued Edison under the Employee Retirement Income Security Act (ERISA) for breach of fiduciary duty for offering six higher-priced retail-class mutual funds as…

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Buying an Existing Business

June 8, 2015
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What are the advantages of buying an existing business? The advantages of buying an existing business include: Established product or service Established “goodwill” Management team in place Existing collateral Reduced start-up time and cost Unlike a new business, an existing business will likely have a product or service that is familiar to consumers, suppliers, lenders,…

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Refinancing Your Mortgage

June 2, 2015
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When you refinance your mortgage, you take out a new home loan and use some or all of the proceeds to pay off the existing one. Today, many homeowners are taking advantage of historically low interest rates and refinancing their mortgage loans. Why refinance your mortgage? There are a variety of reasons why you may…

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Special Considerations for Second/Vacation Homes

May 22, 2015
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Introduction A rustic cabin. a seaside cottage. buying a second/vacation home can be an alluring prospect. Before you decide to purchase one, though, you should consider a number of issues. These include the costs associated with owning a second/vacation home, the attributes of the home, its rental potential, and the income tax treatment. Should you…

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Types of Insurance

May 19, 2015

Each day, you face a variety of risks–risks to your life, your health, and your property. Although you can’t eliminate many of these risks, you can take steps to guard against resulting financial losses. That’s where insurance comes in. If your coverage is sufficient, insurance can provide both peace of mind and financial security to…

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Investing for Major Financial Goals

May 15, 2015

Go out into your yard and dig a big hole. Every month, throw $50 into it, but don’t take any money out until you’re ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn’t it? But that’s what investing without setting clear-cut goals is like. If you’re…

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Recovering from Identity Theft

February 24, 2015

You’ve read about it, and you thought it would never happen to you. But suddenly your bank account is empty, your credit card bills are through the roof, and you’re getting late notices for accounts you don’t own. Your identity has been stolen. What now? Time is money To minimize your losses, act fast. Contact,…

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Health-Care Reform: Tax Changes for Individuals

January 9, 2015
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The health-care reform legislation signed into law in 2010 contained a number of tax changes. Some of these changes took effect immediately; others have only recently become effective. Here are some of the changes worth noting: Changes that went into effect prior to 2013 If you frequent tanning salons, you’re probably well aware that the…

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IRS Announces 2015 Pension Plan Limitations; Taxpayers May Contribute up to $18,000 to their 401(k) plans in 2015

January 5, 2015
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“IR-2014-99, Oct. 23, 2014 WASHINGTON — The Internal Revenue Service today announced cost‑of‑living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2015. Many of the pension plan limitations will change for 2015 because the increase in the cost-of-living index met the statutory thresholds that trigger their adjustment. However, other limitations…

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Our Snohomish Office is Moving!

December 9, 2014

We have been busy here at Viridian preparing to move our Snohomish office to an office located in the heart of Everett.  If all goes as planned we should be in our new office by December 22nd.  We have a lot of work ahead of us, but we are excited for the move. Some pictures of the…

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