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
How To Take Advantage of Spousal & Backdoor ROTH IRA Contributions – Finger Financial Five #118
“With the right vibes and the right people, it’s easy to create something magical.” – Dinah Jane Did you know that a non-working spouse can contribute to an IRA? This is called a spousal IRA. The… Read More
Riverbend Featured In InvestmentNews.com
Business owners altering retirement plans due to inflation, recession fears: Survey A survey of business owners shows that amid inflationary pressures and economic uncertainty, 43% of those who work with an advisor say they’ve communicated… Read More
What You Need To Start Preparing For At Age 50 (Ep.17)
If you’re nearing 50, you need to start preparing for retirement. In this episode, Jeremy Finger, CFP®, talks about how you can get started and what you need to get in order before you retire…. Read More
5 Tax Planning Tips for January – Finger Financial Five #117
“Before anything else, preparation is the key to success.” – Alexander Graham Bell Tax planning, like a good diet, is a year-round activity. It is not a one-time thing. Here are 5 tax planning tips to… Read More
Principles of Success From Charlie Munger, Finding Inner Calm, & The Science of Well-Being – Finger Financial Five #116
“Take a simple idea and take it seriously.” – Charlie Munger I feel to navigate life there are core principles that increase your odds of success and happiness. Here are some insights from Charlie Munger, Jack… Read More
The Value of Customer Service and Small Banks With David Anderson (Ep.16)
Not many people know about the options available to them when working with a smaller local bank compared to larger financial institutions. In this episode, Jeremy Finger, CFP®, speaks with David Anderson, president and CEO… Read More
5 Key Insights To Guide Investors In 2023 – Finger Financial Five #115
“Any new beginning is forged from the shards of the past, not from the abandonment of the past.” – Craig D. Lounsbrough 2022 was a challenging year for investors. Markets fell into bear market territory and experienced… Read More
Secure Act 2.0: Changes for People at or Near Retirement in 2023 – Finger Financial Five #114
“It’s not at all that we have too short of time to live, but that we squander a great deal of it. Life is long enough, and it’s given in sufficient measure to do many… Read More
