“An ounce of prevention is worth a pound of cure.” -Benjamin Franklin Tweet Jeff Bezos talks about decisions as either one-way doors or two-way doors. One way means that you can’t back out. Two-way doors,… Read More
Actions to Take in a Down Market-Finger Financial Five #210
“Peace is not the absence of storms, but enduring them and still having calm in your heart.” Paraphrased from Mark 4:35-41 and Buddha Tweet What do you do if you are driving and it starts… Read More
Markets, Lessons, and Volatility – Finger Financial Five #209
“We have met the enemy, and they are ours (us)” -Message sent by Oliver Hazard Perry to William Henry Harrison after the Battle of Lake Erie in 1813 Tweet We tend to be confident in… Read More
Tariffs, Markets, and Storms – Oh My! – Finger Financial Five #208
“Peace: It does not mean to be in a place where there is no noise, trouble, or hard work; it means to be in the midst of those things and still have calm in your… Read More
The 5 Types of Wealth – Finger Financial Five #207
“As you start to walk on the Way, the Way appears.” Rumi (I have this on the wall in my office) Tweet I started reading Sahil Bloom’s book, ‘The 5 Types of Wealth’. Great book…. Read More
Last Minute Tax Hack, You May Have Missed-Finger Financial Five #206
“If it weren’t for the last minute, nothing would get done.” Rita Mae Brown Tweet The last-minute tax hack that most people miss is the Spousal IRA. The Spousal IRA allows a non-working spouse… Read More
Goals and Market Volatility – Finger Financial Five #205
“Without goals, and plans to reach them, you are like a ship that has set sail with no destination.” Fitzhugh Dodson Tweet What is your money going to be used for? Many retirees use their… Read More
Market Volatility and Marathon – Finger Financial Five #204
“A pleasant and happy life does not come from external things. Man draws from within himself, as from a spring, pleasure and joy” Plutarch Tweet Riverbend’s Advisors: Dan Johnson, Paul Saunders, and I all ran… Read More
The Rule of 55 for Early Retirement – Finger Financial Five #202
If early retirement is on the table for you, then you should know this… The standard guideline for withdrawing from retirement accounts is to wait until age 59.5. This is the age where withdrawals from… Read More
Learning, Technology, and New Social Security Video-Finger Financial Five #201
“Life isn’t a matter of milestones, but moments” Rose Kennedy Tweet To properly deliver tax planning, retirement planning, investments, money movement, and dozens of other important functions, it takes a lot of technology. Technology moves… Read More
