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Newsletter: What You Should Focus On With Your Finances?

Picture of Jeremy Finger, CFP®, CIMA®, CRPC®, CPFA, CEPA
Jeremy Finger, CFP®, CIMA®, CRPC®, CPFA, CEPA
Focus On With Your Finances
  • Updated: December 16, 2024
“In many lines of work, it isn’t how much you do that counts, but how much you do well and how often you decide right.” -William FeatherWhere are you focusing your attention financially? Are you majoring in minor things or are you focusing on the things that matter??

Things you can control:

  1. Where are you saving and investing?  Is that best for you?  Pay down debt?  Which debt? Or invest more? In 401k, IRA, ROTH?
  1. Are your investments allocated to YOUR RISK tolerance??  Investor behavior is the NUMBER ONE THING THAT hurts investment performance. Click here to take as risk survey »

Email or call me with any questions you may have. No pressure.

Have a good weekend,

Jeremy

On the lighter side, After taking the first set 6-1, Elliott lost a very tough match for the #2 spot on the High School Tennis Team.  He said that he lost focus.  My guess he was nervous.  Playing team sports puts different kind of pressures on him.  On tournaments it is just him. As a team, he feels like he lets down more than just him.  This was a great learning experience.  He has a rematch next week vs same player.
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Picture of Jeremy Finger, CFP®, CIMA®, CRPC®, CPFA, CEPA
Jeremy Finger, CFP®, CIMA®, CRPC®, CPFA, CEPA
Jeremy Finger is the Founder and CEO of Riverbend Wealth Management. With a passion for finance ignited at age 12, Jeremy’s career as a financial advisor began in 1996 after graduating from the College of Charleston. A dedicated family man and community leader, Jeremy’s life is shaped by valuable lessons in relationships, perseverance, and balanced living. Through his experience and combined professional credentials, Jeremy strives to share his knowledge and wisdom with those seeking professional financial guidance.
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Our team, led by Jeremy Finger who has obtained the CERTIFIED FINANCIAL PLANNER™, Certified Investment Management Analyst (CIMA®), Certified Plan Fiduciary Advisor (CPFA) and Certified Exit Planning Advisor (CEPA) designations, has decades of combined experience helping clients achieve their financial goals.

 

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