Riverbend Featured in CNBC: “Here are some things to think about before deciding to retire in another state.” By Deborah Nason Thinking about retiring to another state? You’re not alone. A United Van Lines study… Read More
Archives for December 12, 2022
Retire Happy Podcast: Season 2 – End-Of-Year Tax Planning (Ep.14)
As we approach the end of the year, we head into crunch time for tax planning. In this episode, Jeremy Finger, CFP®, shares some of the best methods to approach end-of-year tax planning as well… Read More
Retire Happy Podcast: Season 2 – Estate Planning And Overcoming Obstacles With Meghan Barnes (Ep.13)
It’s not too early to begin getting documents in order for estate planning. Is your estate plan ready? In this episode, Jeremy Finger, CFP®, speaks with Meghan Barnes, an estate attorney, about the documents you… Read More