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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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Income Tax Key Numbers

December 3, 2014
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  The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices…

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Considering a New Employment Opportunity

November 19, 2014

In the past, workers stayed with the same company for years and years, working their way up in the company. However, times have changed. Businesses facing hard economic times restructure, forcing employees to look for new jobs. It’s also become common for workers to change jobs several times throughout their careers as they seek higher…

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Fixed vs. Adjustable Rate Mortgages

November 6, 2014

Like homes themselves, mortgages come in many sizes and types, and one of the most important decisions you face as you consider your choices is whether to take out a fixed or an adjustable rate mortgage. The type of mortgage that’s right for you depends on many factors, such as your tolerance for risk and…

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Reverse Mortgages

October 24, 2014

What are reverse mortgages? Older individuals who own their homes often find themselves “house rich and cash poor.” Developed to address this dilemma, a reverse mortgage provides funds–all at once or over time–to an older homeowner by drawing against the equity built up in the residence. Unlike “forward” mortgages, reverse mortgages are not repaid on…

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Protect Yourself against Identity Theft

October 13, 2014

Whether they’re snatching your purse, diving into your dumpster, stealing your mail, or hacking into your computer, they’re out to get you. Who are they? Identity thieves. Identity thieves can empty your bank account, max out your credit cards, open new accounts in your name, and purchase furniture, cars, and even homes on the basis…

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Financial Survival After a Job Loss

October 6, 2014

You may have lost your job already, or it’s something you’re concerned about. Either way, the keys to surviving a job loss financially are to plan ahead, take stock of your income, and cut your expenses. Plan ahead If you haven’t been laid off, it’s a good idea to plan ahead for that possibility. It’s…

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