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Critical Retirement Transition, FOMO & Grand Canyon – Finger Financial Five #20

March 4, 2021

“No individual raindrop considers itself responsible for the flood.” – Anonymous In 2016 I went with some friends to hike across the Grand Canyon.  Such a beautiful sight.  I was in awe.  But we did not let that beauty… Read More

Filed Under: Financial Tips

Would You Prefer To Drive A Boat or Ride On A Yacht? – Finger Financial Five #19

February 25, 2021

“Advice after injury is like medicine after death.” – Danish Proverb In 2018 I went with a few friends to hike Machu Picchu.  The hike took 3 days.  The mountain was huge, and the scenery was… Read More

Filed Under: Financial Tips

Throwback Thursday

February 18, 2021

Several years back, I was fortunate enough to speak about wealth management on WMBF News! It’s always great to see these older versions of yourself to see how far you’ve come and how much you’ve… Read More

Filed Under: News

Retirement, Tax Planning & The Dangers of Cutting Corners – Finger Financial Five #18

February 18, 2021

“What is the difference between a taxidermist and a tax collector?  The taxidermist takes only your skin.” – Mark Twain I grew up fishing with my dad in the rivers and ponds in South Carolina. One of… Read More

Filed Under: Financial Tips

How Can Pain & Self Reflection Help You In Retirement? – Finger Financial Five #17

February 11, 2021

“I count him braver who overcomes his desires than him who conquers his enemies; for the hardest victory is the victory over self.” – Aristotle Behavior is the number ONE area that affects financial wellbeing.  This can be… Read More

Filed Under: Financial Tips

Taxes, Distraction & Game…Stop! – Finger Financial Five #16

February 4, 2021

“The direction of energy is more important than its intensity.” – Naval Ravikant When it comes to making good decisions with money, where you focus your attention, makes a difference. You could be wasting your time.  You… Read More

Filed Under: Financial Tips

Lifting The Fog of Taxes & Retirement – Finger Financial Five #15

February 3, 2021

“To live is to feel oneself lost.” – Jose Ortega Y Gasset How many times in your life have you felt lost?  How did things turn out for you?  What turned the corner for you?… Read More

Filed Under: Financial Tips

Faith, Prep, Finish & Lessons From Old Socks – Finger Financial Five #14

January 20, 2021

“Faith is to believe what we do not see; and the reward of this faith is to see what we believe.” -St. Augustine Had a conversation with a lady last week.  She was on my… Read More

Filed Under: Financial Tips

The Basics of Social Security

January 18, 2021

While most people approaching retirement are familiar with Social Security, many don’t fully understand the ins and outs of this important retirement benefit. Like any governmental program there are many complexities. Riverbend Wealth Management of… Read More

Filed Under: Social Security

The Complex, The Simple & Another Lesson Learned From My Dad – Finger Financial Five #13

January 13, 2021

“Appreciation is a wonderful thing; it makes what in others belong to us as well.” -Voltaire With 2020 coming to a close and 2021 around the corner, what are some things we can do to… Read More

Filed Under: Financial Tips

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1111 48th Ave North, Ste. 114
Myrtle Beach, SC 29577

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