How to Invest for Capital Preservation

Article including quote from Matt Boelter, Viridian Financial Advisor and Shareholder. The article was originally published with US NEWS & World Report. To read the full article, click here.

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 Among its major adjustments, the TCJA almost doubled the standard deduction, lowered tax brackets, repealed the Affordable Care Act’s individual mandate, and…

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…

Can The Child Tax Credit Help You This Year?

Joe Erickson
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.

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…

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.

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,…

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

Marcus Dusenbury
Enjoy another great live interview with Viridian Financial Advisor & Founding Shareholder, Marcus Dusenbury on KSER 90.7.

Better Living Through Giving

Part 1- Why this Blog Series? Many years back, as a young adult, my father and I were watching an NFL football game.  During the halftime break, a segment aired about Gene Stallings, who was, at the time, head coach of the (then) St. Louis Cardinals (I’m dating myself; I know).  The focus of the…

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