Insights From Riverbend
Wealth Management Guidance for Retirees and Business Owners
New Insights
What Are Financial Values and Why Are They Important?
Beneath the surface of the choices we make are our core values....
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Financial Milestones by Age: Are You on Track for a Secure Future? Finger Financial Five #212
What I’m about to share is a list of financial targets to...
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6 Ways to Access Retirement Accounts Before 59.5-Finger Financial Five # 211
“An ounce of prevention is worth a pound of cure.” -Benjamin Franklin...
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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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