Insights From Riverbend
Wealth Management Guidance for Retirees and Business Owners
New Insights
Actions to Take in a Down Market-Finger Financial Five #210
“Peace is not the absence of storms, but enduring them and still...
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Markets, Lessons, and Volatility – Finger Financial Five #209
“We have met the enemy, and they are ours (us)” -Message sent...
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Tariffs, Markets, and Storms – Oh My! – Finger Financial Five #208
“Peace: It does not mean to be in a place where there...
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The 5 Types of Wealth – Finger Financial Five #207
“As you start to walk on the Way, the Way appears.” Rumi...
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Last Minute Tax Hack, You May Have Missed-Finger Financial Five #206
“If it weren’t for the last minute, nothing would get done.” Rita...
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Goals and Market Volatility – Finger Financial Five #205
“Without goals, and plans to reach them, you are like a ship...
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Market Volatility and Marathon – Finger Financial Five #204
“A pleasant and happy life does not come from external things. Man...
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Unlocking Hidden 401k Potential – Finger Financial Five #203
“It is in your moments of decision that your destiny is shaped.”...
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The Rule of 55 for Early Retirement – Finger Financial Five #202
If early retirement is on the table for you, then you should...
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Learning, Technology, and New Social Security Video-Finger Financial Five #201
“Life isn’t a matter of milestones, but moments” Rose Kennedy Tweet To...
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Tax-Efficient Gifting Options – Finger Financial Five #200
“Some gifts are big. Others are small. But the ones that come...
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Your Ultimate Estate Planning Checklist: Protect Your Legacy Today
You’ve probably heard the expression ‘Getting your affairs in order’. This expression...
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Social Security Survivor Benefits Demystified – Finger Financial Five #199
“For life and death are one, even as the river and the...
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What Is Wealth Management? And Do I Need It?
In today’s world, the complexities of finances are undeniable. Between taxes, investments,...
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Tax Saving 2025, New YouTube Channel, and Free Book-Finger Financial Five #198
“An hour of planning can save you 10 hours of doing” -Dale...
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The Art and Science of Investing
Investing is both an art AND a science. Both play their own...
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Social Security Fairness Act – Finger Financial Five #197
You may have heard of some changes to Social Security recently, called...
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How to Think About Investing at All Time Highs – Finger Financial Five #196
“People are not disturbed by things, but by the view they take...
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Tax Planning in 2025 – Finger Financial Five #195
“A journey of a thousand miles begins with a single step.” Lao...
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Never Retire – Finger Financial Five #194
“I tap dance to work.” Warren Buffett Tweet Wanting never retire is...
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Investment Planning for Financial Confidence in Retirement
Investment planning. It’s not just about crunching numbers or picking...
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Unlocking the Power of Tax-Free Retirement Accounts
Retirement planning can be a maze of options and strategies. But there’s...
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Retirement and a Lesson from a Stray Dog-Finger Financial Five #193
“Some things you just can’t outsource…and those are the things that matter...
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Helping to Protect Your Family’s Legacy – Finger Financial Five #192
“Failing to plan is planning to fail” Benjamin Franklin Tweet Estate planning...
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Living Your Best Life – Finger Financial Five #191
You have earned the right to live your best life. (Whatever that...
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New Retirement Plan Options for Overfunded 529 Plan Educational Accounts – Finger Financial Five #190
“Luck is what happens when preparation meets opportunity” – Seneca Tweet One...
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How To Protect Yourself From Identity Theft -Finger Financial Five #189
‘Toto, I’ve a feeling we’re not in Kansas anymore.’ The Wizard Of...
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Taking Care of Aging Parents and the Sandwich Generation-Finger Financial Five #188
“The first rule is to keep an untroubled spirit. The second is...
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Roth vs Pre-Tax: 3 Factors to Consider When Choosing Between these Retirement Vehicles
Roth and Pre-tax contributions are like the dynamic duo of retirement planning....
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Taylor Swift, Frugality, and Happiness Conversion Rate- Finger Financial Five #187
What is a happiness conversion rate? It is spending money in a...
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Help Achieve Your Financial Goals with Financial Coaching
Some people avoid focusing on their finances because they don’t know where...
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Annuities and IRAs: Understanding the Potential Paths to Your Financial Future
First, it’s important to establish that annuities and IRAs are two separate...
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What To Do When Someone Dies: The 17-Step Checklist
Losing a loved one is an emotionally challenging experience, and dealing with...
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Navigating Politics in an Election Year – Finger Financial Five #186
“If you want to change the fruits, you will first have to...
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Understanding the Impact of Tax Rate Changes on Your Financial Planning
Under-the-Radar Tax Strategies You may have heard the old saying: the only...
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Financial Lessons To Learn In College – Finger Financial Five #185
Dropping your child or grandchild off at college is a bittersweet experience....
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Navigating the Stock Market During Election Years: A Data-Driven Approach
The year 2024 is a stock market election year, prompting investors to...
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Market Volatility – Finger Financial Five #184
The great Warren Buffet once taught us a very valuable lesson. We...
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A Dollar Ain’t What It Used To Be: A Story About Inflation – Finger Financial Five #183
Inflation, Saving, and Investing My dad used to tell me so many...
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Top-Down vs Bottom-Up Investing
There is more than one way to success. This is true in...
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Understanding Tax Strategies When Selling a Business
Are you planning to sell your business soon? There are some strategies...
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What Happens to Stocks During a Presidential Election Year? – Finger Financial Five #182
With the election coming up, you might wonder about stocks during a...
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Learn the Rule of 70 for Investment Growth
Have you ever wondered how long it could take for your investment...
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5 Startup Exit Strategy Plans for Success
When should you start thinking about exit planning? When you start your...
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Business Exit Planning: Strategies and 5 Steps for Navigating the Next Chapter
Having thrown everything into building up your business, the challenging part is...
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Planning Ahead for Education – Finger Financial Five #181
Helping to fund future education expenses for our children and grandchildren is...
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Navigating the Impact of Daily Market Fluctuations on Investments
Ironically, it’s the unpredictability of the market that can lead to impulsive...
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Retirement Planning Guide: Choices, Income Sources, and Strategies
Retirement planning might appear challenging, but when you’re armed with the right...
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