Keeping You Informed
At Riverbend, we are very passionate about education because the more knowledge someone has, the more empowered they are to make the best decisions.
Should Investors be Worried - Israel-Palestine Conflict
Are you scared for this world? You’re not alone. But, we have to remember to try to only worry about the things we can control, otherwise, it’s easy to become depressed.
New Changes - 529 Plans
Have you heard about the new changes to 529 Plans? We’re here to tell you! Call us if you have any questions!
Beneficiary Designations
Beneficiary designations are an important part of estate planning and making sure assets pass the way you would prefer. Leaving assets to your estate is usually not beneficial, as it can lead to unfavorable tax implications.
Death - Easing the Burden
Make sure you have beneficiaries designated on ALL your investment accounts and check them annually to make sure they are still accurate. Same for Guardians you’ve named for any minor children. These things sometimes change, and you want to be sure you have the most up to date information.
Traditional vs Roth IRA
The difference between Traditional and Roth IRAs explained.
