Insights from Riverbend
Wealth Management Guidance for Retirees and Business Owners
New Insights
Investment Planning for Financial Confidence in Retirement
Investment planning. It’s not just about crunching numbers or picking the hottest...
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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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Checklist After the Death of a Loved One
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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The Impact of Tax Rate Changes
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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401k or ROTH 401k? – Finger Financial Five #180
“The future belongs to those who give the next generation reason for...
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Labor Force & Unemployment – Finger Financial Five #179
“There are lies, Damned lies, and Statistics.” – Mark Twain How Can Unemployment...
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Your Guide to Crafting a Winning Business Exit Strategy
You’ve poured your heart and soul into building something amazing, but have...
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Unique Risks To Retirement Income
You’ve worked hard your whole life, saving diligently for retirement. But did...
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Life’s Financial Milestones – Finger Financial Five #178
Are you ready to take control of your financial future? Our latest...
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The Psychology of Money: Timeless Lessons for Financial Stability
Want to know the real secret to understanding your money habits? It’s...
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Real Talk on Real Estate, News, and More! – Finger Financial Five #177
We are excited to share something special with you. We’ve just released...
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What To Do After Losing A Loved One: 21 Steps – Finger Financial Five #176
Losing a loved one is never easy, and it can be overwhelming...
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7 Factors to Consider Before You Relocate in Retirement
You’ve worked hard, saved diligently, and now retirement is on the horizon....
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South Carolina Public Radio – Finger Financial Five #175
I was recently interviewed by Mike Switzer of the South Carolina Business...
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Professional Insights on the Economy, Markets, and More! – Finger Financial Five #174
Curious how the pros are navigating investment decisions in 2024? In this...
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Four Unique Risk To Retirement Income – Finger Financial Five #173
“Tell me and I forget. Teach me and I remember. Involve me...
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Adjusting Sails In Economic Storms: Navigating Market Volatility With Confidence – Finger Financial Five #172
“The pessimist complains about the wind; the optimist expects it to change;...
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What You Should Consider Before You Relocate In Retirement – Finger Financial Five #171
Ready to learn about what you should consider before you relocate in...
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Navigating the Market with Jeremy Finger & Malcolm Polley – Finger Financial Five #170
Ready to learn about navigating the Market from Jeremy Finger and Malcolm...
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Investing at All-Time Highs & The Effects of Daily Habits – Finger Financial Five #169
Ready to learn how daily market fluctuations affect how we invest money?...
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Not All Sunsets Are Beautiful – Tax Cuts & Jobs Act 2026 Expiration – Finger Financial Five #168
“Every silver lining has a touch of grey.” -Grateful Dead When I...
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Student of the Market – 2024 Outlook – Finger Financial Five #167
Here are a few slides that point out some important things to...
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Stock Market During An Election Year
We get a lot of questions about our thoughts on the stock...
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Stock Market in Election Years – Finger Financial Five #166
Economic and political headlines are designed to stimulate an emotional response. At...
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