Have you heard of the Secure Act 2.0? In this episode, Jeremy Finger, CFP®, goes over the Secure Act 2.0 and focuses on the important changes that affect those over 50 years old and those… Read More
Tax Time Checklist 2023 – Finger Financial Five #123
“You don’t pay taxes. They take taxes.” – Chris Rock I hate to admit it, but I crammed for tests. Of course, my mom and everyone else told me to study consistently. Tax planning is the… Read More
Five Areas A Financial Advisor Can or Should Help You – Finger Financial Five #122
“Legacy is not what I did for myself. It’s what I’m doing for the next generation.” – Vitor Belfort Five areas a financial advisor can or should help you. The first is to help you make… Read More
Retirement Is Meant To Be Lived – Finger Financial Five #121
“Health is not a size, it is a feeling.” – Quote at Loleo, a Myrtle Beach eatery Retirement is not no longer working either. It is a feeling. A freedom. A lightness. Warren Buffett says he… Read More
Helping You Think About The Next Level Of Estate Planning With Tripp Wiles (Ep.18)
Have you fully planned your estate, did you consider everything you need to? A lot of people overlook important aspects of their estate. In this episode, Jeremy Finger, CFP®, speaks with Tripp Wiles, an Attorney,… Read More
Riverbend Featured In CNBC.com
This savings account offers a ‘triple tax benefit’—but 88% of users are missing out By Ryan Ermey Investors almost never get to have their cake and eat it too. When it comes to saving for… Read More
Understanding The Importance of a Fiduciary Financial Advisor – Finger Financial Five #120
“It is hard enough to save for retirement. Conflicted investment advice should not be one of the barriers millions of Americans face as they work to save for their retirement.” – David Certner, Legislative Policy Counsel… Read More
Riverbend Featured In Forbes Advisor
Survey: Lying About Money To Your Partner Is As Bad As Cheating By John Egan Infidelity in a relationship can be heartbreaking. But financial infidelity, including hidden credit cards and undisclosed debts, can be both… Read More
An Underused Strategy For Financial Freedom – Finger Financial Five #119
“We have met the enemy and he is us.” – Walt Kelly’s paraphrase of Navy Master Commandant Oliver Perry’s letter to Major General Harrison. This blog will most likely be the one least read and certainly,… Read More
