“Life and death are one thread, the same line viewed from different sides.” – Lao Tzu Will your assets be distributed to the people you want? Most people have their spouse as the primary beneficiary and… Read More
Riverbend Featured In CNBC.com
Here’s how to score a charitable tax break on Giving Tuesday By Kate Dore, CFP Giving Tuesday is approaching, and it’s possible to score a tax break while funding your favorite cause. But there are… Read More
Retirement Spending is Just as Important as Retirement Savings – Finger Financial Five #109
“Love is happy when it is able to give something. The ego is happy when it is able to take something.” – Osho A friend of mine said you cannot out-train a bad diet. You can… Read More
Maximizing Step Up Cost Basis for Married Couples To Potentially Reduce Capital Gains Tax – Finger Financial Five #108
“There is a way to do it better-find it.” – Thomas A. Edison Many people spend way too much time trying to predict the market. If they paid attention to the rules to reduce taxes, they… Read More
Riverbend Featured In Yahoo! Finance
Can You Retire on Social Security Alone? By Gabrielle Olya The majority of Americans don’t have much faith in the future of Social Security. A recent GOBankingRates survey found that 46% of Americans believe the… Read More
Retire Happy Podcast: Season 2 – What You Need To Know About Our Crazy Current Investment Environment With John Nichol (Ep.12)
We are truly in a crazy investment environment right now where predicting what’s to come seems nearly impossible. Let’s take a look at the current state of the market and different investment strategies. In this… Read More
What To Look For On Your Social Security Statement – Finger Financial Five #107
What to look for on your Social Security benefits statement? First, to find your statement you can go to SSA.gov. You will need the following: Your name as shown on your Social Security card Social… Read More
Video: How Dollar Cost Averaging Can Help You Make Smart Investments
Riverbend Featured In CNBC.com
55% of Americans are behind on saving for retirement—and that’s OK By Mike Winters Around 55% of Americans say they’re behind on saving for retirement, a recent Bankrate survey found. In many ways, that makes… Read More
Three Questions To Ask Yourself To Retire Happy – Finger Financial Five #106
“In slowing down, we start to see the details of life; it is in the details that we find meaning, answers, solutions, and the beauty of life.” – Paraphrased from a book I read. Retirement is… Read More
