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
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
From What IF to WHEN…Thinking of Estate Planning – Finger Financial Five #60
“Death is not the opposite of life, but a part of it.” – Haruki Murakami Have you ever asked yourself, “What if ____?” What if the market goes down? Will I still be able to retire?… Read More
Retire Happy Podcast: Episode #3 – Estates Planning with Estate Attorney Meghan Barnes
Jeremy Finger with Riverbend Wealth Management sits down with Estate Attorney Meghan Barnes to discuss the most important documents that retirees need to have and why. They also discuss the common mistakes retirees make… Read More
Estate Planning, Retirement Relocation & Charitable Gifting – Finger Financial Five #25
“Regret for the time wasted can become a power for good in the time that remains, if we only stop the waste and the idle, useless regretting.” – Jean De La Bruyere We are driving… Read More
How to Minimize Taxes with Estate Planning and Gifting Options
A comprehensive estate plan can ensure that your hard earned assets are transferred efficiently to your heirs and can help you reduce taxes. When you combine estate planning with gifting strategies, it can be a… Read More
Whats Issues Should I Consider When Reviewing My Estate Planning Documents?
View the PDF here »
