financial advisor Tag

Viridian is proud to welcome Matthew (Matt) Boelter as newly appointed Financial Advisor.  In his role Matt will continue to work with clients in preparing financial plans and investment portfolios. Matt has been recognized as one of the top performing financial advisors in the greater Puget...

Although most of us recognize the importance of sound retirement planning, few of us embrace the nitty-gritty work involved. With thousands of investment possibilities, complex rules governing retirement plans, and so on, most people don't even know where to begin. Here are some suggestions to...

An individual retirement arrangement (IRA) is a personal retirement savings plan that offers specific tax benefits. In fact, IRAs are one of the most powerful retirement savings tools available to you. Even if you're contributing to a 401(k) or other plan at work, you should...

You probably already know you need to monitor your investment portfolio and update it periodically. Even if you've chosen an asset allocation, market forces may quickly begin to tweak it. For example, if stock prices go up, you may eventually find yourself with a greater...

The U.S. Department of Education has named February Financial Aid Awareness Month. This is the time of year when many families file the FAFSA (the government's aid application) and the CSS Profile (the standard college aid application). We will focus this weeks blogs on all things...