Encore Life – The Path to Well-Being

Creating an Encore Life includes successfully transitioning from a life with a traditional full-time career to a life after that traditional career, otherwise known as some form of retirement.  Retirement is one of the biggest transitions most people face. It can be done well, with good results, or it can be done poorly, with less…

Financial Advisor Marcus Dusenbury Live on ‘Getting Your Dough to Rise’ with Chuck Noel KSER 90.7 FM

Marcus Dusenbury
Enjoy a live interview with Viridian Financial Advisor & Founding Shareholder, Marcus Dusenbury

What is the Child Tax Credit and Can your Family Benefit this Year?

As all parents know, raising children is expensive.  In fact, the average American family spends roughly a quarter of a million dollars to raise a child to age 18 (and that doesn’t even include college).  The Child Tax Credit (CTC) certainly can’t come close to offsetting all of those expenses, but it can at least…

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…

Q3 Viridian Market Commentary

Written July 24, 2019 by Brian Johnson, Chief Investment Officer and Shareholder. Summary:  Returns have been stellar through the first half of 2019.  We’re looking to take advantage of pullbacks. It has been an incredible first half of 2019.  The Dow Jones Industrial Average (“Dow”) just experienced its best June since 1938, while the S&P…

Tax Planning AFTER April 15th

It is a common belief that once April 15th is past, you can breathe a sigh of relief, and not think about taxes again until next year.  But that is not true, since there can be a great deal of value in tax planning throughout the year.  Tax problems may have been avoided if you…

529 plan vs. Roth IRA: Here’s how families can use both to save for college

Article including quotes from Matt Boelter Viridian Financial Advisor and Shareholder. The article was originally published with Bankrate. To read the full article, click here.

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…

Inside the Toolbox: Monitoring Sector Performance

Brian Johnson
We thought it might be insightful this month to share with you one of the tools we use in analyzing sectors and sector performance. It is always useful to have simple ways to keep market moves in perspective, and one way that we do this is by looking at the relative performance of the 11…

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