Viridian Wealth Management

09/02/2026

Happy Birthday, Nikki! We wish you a wonderful birthday!

08/31/2026

Are you five years or less from retirement? If so, it’s time to start planning your Social Security income strategy. We can help you understand your benefits to know when you should start collecting.

Find out what Social Security benefits you may qualify for and how the federal program works.

08/28/2026

Happy 1-year anniversary with VWM, Nikki!

08/27/2026

Put your paws together for National Dog Day!

08/26/2026

Did you know there are five ways to maximize your Social Security benefits? Let’s discuss how you may get the most out of your retirement.

08/24/2026

What would make you say, “Yep…this is the retirement I pictured”? Reach out, and we’ll build a strategy to help support the life you want – not just the number you need.

08/21/2026

This Family Fun Month, learn how to plan for the costs of a big trip: https://bit.ly/3U0Rs0H

Make your travel dreams a financial reality.

08/19/2026

Are you ready for retirement? We can help you know what actions to take and when to help ensure your post-work life is more relaxing than taxing.

Our pre-retirement checklist may help you improve your savings.

08/17/2026

A quick heads-up for retirement savers: rulers are changing.

Starting this year, catch‑up contributions may work differently for certain earners, especially when it comes to Roth accounts. Knowing what’s ahead can help avoid surprises and support smarter planning.

A small update today can make a meaningful difference tomorrow. It may be a good time to revisit your retirement savings strategy.

Understand the tax and savings implications of the new rules for high earners.