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 Carnegie

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A few things that are new on the Tax Planning front. And a few things to revisit.

As previously mentioned, we started a new YouTube channel!

Our first video will discuss these 2025 changes.

We show you:

Real financial planning for real life.

Riverbend is a fee-only, fiduciary advisor. Our plans are personal, shaped by your values and designed to help you build a full life.

Who We Are
1. How to pay ZERO Capital gains tax.
2. How IRA withdrawals can impact taxes on Social Security & Capital Gains. (And what you can do to reduce it).
3. How to give to charity tax efficiently. Especially after age 70.
4. How to convert 529 plan savings into a Roth IRA.
5. The NEW 2025 Medicare cap on drug costs.
6. The NEW Turbo catchup contribution options for workers age 60-63.
7. Get the book, “Soul of Wealth” for free.

Shameless plug: Would you PRETTY PLEASE watch the video?? The first five people who, Like, Subscribe, and Comment “Watched”, I will send you a free book!  Click HERE to watch the video.

This is our first video, and we will improve! Let us know what you think!

On the lighter side, HELLO SNOW in the South! Being born and raised in the South, snow is always a big deal. It makes everything look so pretty. See below:

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Jeremy Finger, Founder

Jeremy grew up in Nichols, South Carolina, where fishing with his dad sparked a lifelong interest in how money shapes our lives. Since becoming a financial advisor in 1996, he’s helped people navigate life’s biggest moments—and today, with Riverbend, he offers a calm, personal approach that helps clients focus on what matters.

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