Are you considering investing in real estate? It can be an exciting venture, offering the potential for financial growth and stability. However, it’s crucial to approach real estate investment with caution and avoid some mistakes… Read More
Tax Planning Problem & Solution For Married Couples With $2M In IRA Accounts – Finger Financial Five #146
“Every silver lining has a touch of grey.” -Touch of Grey by the Grateful Dead If a married couple has $2 million in pretax IRA accounts, that could be good and/or bad. How is that… Read More
A Not So Well Known Danger To Retirees, Sequence of Return Risk – Finger Financial Five #145
“You don’t have to swing hard to hit a home run. If you got the timing, it’ll go.” – Yogi Berra A Not-So-Well-Known Risk to Retirees – Sequence of Returns Risk – and What You… Read More
The Costliest Mistakes Investors Can Make – Finger Financial Five #144
“It ain’t what you don’t know that gets you in trouble. It’s what you know for sure that just ain’t so.” – Mark Twain One of the costliest mistakes I have seen people make is… Read More
Riverbend Featured In WPDE.com
Financial advisor talks tips to tackle student debt after 3 year pause By Joel Vazquez-Juarbe WPDE — Most people with federal student loans are dreading Oct. 1, because after a more than three-year pause, payments… Read More
Riverbend Featured In Financial Planning
What wealth managers can learn from Taylor Swift By Victoria Zhuang While many pop stars work with financial advisors, few are likely closer in ties to wealth management than industry daughter Taylor Swift. The pop… Read More
How To Maximize Spousal & Survivor Social Security Benefits – Finger Financial Five #143
“A little consideration, a little thought for others, makes all the difference.” – Eeyore, in the Winnie the Pooh My brother-in-law is an excellent golfer. He and my sister stayed at my house last year… Read More
Social Security Is Like Longevity Insurance, An Airbag For Your Later Years – Finger Financial Five #142
“We can’t predict the future, but we can invite it. We can prepare for it. And we can give ourselves a chance to live longer, stronger.” – Cameron Diaz Elliott got in a bad car wreck… Read More
10x Your Life With The Same Amount of Money – Finger Financial Five #141
“The three big ones in life are wealth, health, and happiness. We pursue them in that order, but their importance is reverse.” – Naval Ravikant The most important carving on your tombstone is the dash—the… Read More
Retirement GPS Questions – Finger Financial Five #140
“You either get busy living or get busy dying.” – Andy Dufresne, The Shawshank Redemption Do you remember using a map? I used one for a cross-country road trip I took in college. It was… Read More
