“People should be more concerned with the return of their principal than the return on the principal.” – Will Rogers There is some news of a bank failure recently. How will this affect you? The recent… Read More
Riverbend Featured In USA Today
What are the different types of IRAs? By Ashlyn Brooks & Farran Powell Key points There are several IRA options. Tax advantages will vary based on the type of IRA. Contribution limits may vary based… Read More
South Carolina Public Radio Interview
A Retirement Home Buyer’s Guide With Top 1% Century 21 Real Estate Agent, Greg Harrelson (Ep. 20)
Many people want to downsize or buy a second home when they retire, but what things do they need to think about before they purchase real estate? In this episode, Jeremy Finger, CFP®, talks about… Read More
Umbrella Insurance: An Airbag For Your Net Worth – Finger Financial Five #124
“Misery is the company of lawsuits.” – Francois Rabelais You have done a great job building wealth. Now it is time to protect it. Wealthy people like yourself have all the legal documents already in place. … Read More
What The Secure Act 2.0 Means For Those 50+ or Retired (Ep.19)
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
