“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
Riverbend Featured In CNBC.com
Two of the ‘best’ ways to donate to maximize your tax deduction for charitable gifts, according to financial advisors By Kate Dore, CFP This holiday season, it may be possible to lower your taxes while… Read More
Planning For Health Insurance Before You Retire With David Seiger (Ep.15)
If you’re approaching retirement or starting to think about retirement, finding the right health insurance has probably crossed your mind. In this episode, Jeremy Finger, CFP®, and David Seiger, J.D., LTCP, discuss all things long-term… Read More
Principles for Happiness – Finger Financial Five #113
“Happiness is a byproduct of peace. Choose what brings you peace.” – Naval Ravikant Money doesn’t make people happy. Do you know anyone with money who is unhappy? Do you know anyone who has less than… Read More
The Widows Penalty: Tax Differences Between Married Couples and Singles – Finger Financial Five #112
“In the world, nothing is certain except death and taxes.” – Ben Franklin The Widows Penalty: The differences in taxation between filing a joint tax return as a married couple and filing as a widow(er) single… Read More
Riverbend Featured In CNBC.com
Here are some things to think about before deciding to retire in another state By Deborah Nason Thinking about retiring to another state? You’re not alone. A United Van Lines study found the percentage of… Read More
Retire Happy Podcast: Season 2 – End-Of-Year Tax Planning (Ep.14)
As we approach the end of the year, we head into crunch time for tax planning. In this episode, Jeremy Finger, CFP®, shares some of the best methods to approach tax planning as well as… Read More
Retire Happy Podcast: Season 2 – Estate Planning And Overcoming Obstacles With Meghan Barnes (Ep.13)
It’s not too early to begin getting documents in order for estate planning. Is your estate plan ready? In this episode, Jeremy Finger, CFP®, speaks with Meghan Barnes, an estate attorney, about the documents you… Read More
How Can Health Savings Accounts Be A Powerful Tool For Retirement Planning? – Finger Financial Five #111
“Why take the stairs if you can ride the elevator?” – Jeremy Finger I am always looking for ways to make retirement planning more efficient. To that end, Health Savings Accounts can be a powerful retirement… Read More
