Insights From Riverbend
Wealth Management Guidance for Retirees and Business Owners
New Insights
Why Timing Your RMD Matters More Than You Think
“Patience is bitter, but its fruit is sweet.” – Aristotle Tweet Each...
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How to Use the Rule of 55 to Fund an Early Retirement
“Retirement is not the end of the road. It is the beginning...
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How to Lower Your Medicare Costs with an IRMAA Appeal
“It’s not what you look at that matters, it’s what you see.”...
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From 4% to 4.7%_ A Safer Way to Cross the Retirement Bridge
“The bridge between hope and reality is built with preparation.” – Unknown...
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Financial Advice for Kids going off to College
“A small leak will sink a great ship.” – Benjamin Franklin Tweet...
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New Baby? Here’s What to Do First (Financially Speaking)-Finger Financial Five #225
“Little by little, one walks far.” – Peruvian Proverb Tweet Becoming a...
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How to go Broke-Finger Financial Five #224
“It is madness to risk losing what you need in pursuing what...
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AI’s Affect on Jobs-Finger Financial Five #223
“Any sufficiently advanced technology is indistinguishable from magic” – Arthur C. Clarke...
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New Educational Uses for Your 529 Plan-Finger Financial Five #222
What the OBBBA Means for Your 529 Educational Plan The “One Big...
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Big Bill Highlights-Finger Financial Five #221
“In any given moment, we have two options: to step forward into...
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Pre 65 Healthcare Options COBRA – Finger Financial Five #220
“When obstacles arise, you change your direction to reach your goal; You...
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Backdoor ROTH IRA-The Good and Bad-Finger Financial Five #219
“Backdoor friends are best” a cross stitched saying that was framed up...
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How Business Owners Can Legally Hire Their Children-FFF#218
“If you want to help the poor and our next generation, make...
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Different Types of Retirement – Finger Financial Five #217
“All roads lead to Rome” Alain de Lille Tweet In the South,...
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What is Your Time Worth?- Finger Financial Five #216
“If you are rich, you have money. If you are wealthy, you...
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Principles from Buffett, Munger, and Feynman-Finger Financial Five #215
“Good artist copy; great artist steal.” Pablo Picasso Tweet Principles are foundational...
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Windows, Mirrors, and Investor Performance – Finger Financial Five #214
“Although the world is full of suffering, it is also full of...
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Estate Planning 101: Leaving Your Legacy
When I think of estate planning 101, the word that comes to...
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This Roth Conversion Checklist Could Help You Reduce Lifetime Taxes – Finger Financial Five #213
“No wise pilot, no matter how great his talent and experience, fails...
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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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