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matt boelter

Social Security Insights: Can you still file a “Restricted Application?”

August 8, 2019
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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…

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Our People are our Most Valuable Asset — Meet Matt Boelter, Financial Advisor & Shareholder

June 7, 2019
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To read Matt’s complete bio click here

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Don’t Retire; Just Stop Stressing

March 20, 2019
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By Matt Boelter, Financial Advisor and Shareholder The post-retirement phase of your life is supposed to be a time when you embrace relaxation and reduce stress as much as possible.  It is an opportunity to enjoy life without the worries that the daily grind of work entails.  However, for many, working provides such structure and…

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How Will You Handle The Cost Of Long-Term Care?

February 6, 2019
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Written by Matt Boelter, Financial Advisor I started volunteering at assisted living and memory care retirement homes when I was about ten years old.  I got involved because I lived in a small town and my mother was part of the care staff, but I always enjoyed listening to the stories and wisdom that the residents…

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What to do if you have too much cash

September 27, 2018

Written by Matt Boelter, Financial Advisor. Original article posted on Market Watch here.

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Turbulence at Boeing

June 5, 2017
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        Written by Matthew Boelter Boeing recently announced that they will start the next round of engineer layoffs in June, and this time they’re not voluntary. While some will brush up their resume and head back to the job market, others will decide it’s time to retire. If you find yourself considering…

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Viridian Announces New Financial Advisor

February 17, 2017

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 Sound area.  Matt previously was affiliated with Voya Financial.…

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