“When you let go, you create space for better things to enter your life.”-Unknown Things that are guaranteed to happen after November 3rd: The sun will continue to burn. The tides will rise and fall. The… Read More
How Can 2020 Be Considered A GOOD Year? – Finger Financial Five #1
“The first rule is to keep an untroubled spirit. The second is to look things in the face and know them for what they are.” – Marcus Aurelius Many people have been discussing how awful… Read More
Should You Make Any Changes To Your Investments Due To An Election?
What actions should you take with your investments due to the election? Find out in this short video: 01:01 – Biggest mistake people make 01:13 – How have markets done prior to election and shortly after? 03:14 –… Read More
How Will The Upcoming Election Affect The Stock Market & Your Retirement?
Hello, this is Jeremy Finger with Riverbend Wealth Management. I’ve had many clients and people been asking, “What am I supposed to do in this election year?” There’s been so much drama. There’s been so… Read More
Income Planning in Retirement
We hear a lot in the financial new media about the need to do extensive planning for retirement. Much of this often centers around the need to save and invest wisely to accumulate enough for… Read More
5 Things You Can Do THIS WEEK To Be Better Prepared Financially
“Worrying won’t stop the bad stuff from happening, it just stops you from enjoying the good.” -unknown The number one mistake I see people make in their investing, is allowing their emotions affect their decisions…. Read More
9 Things To Consider Before Rolling Over Your 401k
What is a rollover? Should I use a traditional IRA, new company 401k, or something else? These are some frequent questions you may want the answer to. Within this article, we will be giving you… Read More
What Can Business Owners & Retirees Do To Save Money On Taxes Before Year End?
In this video, we will touch on the following: 0:00 – Introduction 01:18 – Defined Benefit plan 03:42 – 401k 07:57 – Spousal IRA 09:49 – Required minimum distributions to charity 13:09 – Retiree tax savings ideas 15:00 – How to Contact… Read More
Tax Planning For Retirement
The focus for retirement planning is usually on saving and investing to ensure that you have a sufficient nest egg. However, a key part of retirement planning involves tax planning. Proper tax planning can save… Read More
