Riverbend Financial Group

12/23/2025

The office will be closed beginning tomorrow 12/24/2025 to 01/01/2026 so that our team can enjoy the holiday with their families. If you need anything, please call the office and leave a voicemail. Shelby will return all calls Friday 01/02/2025. 🎅❄️☃️🎁🎄🔔

12/19/2025

12/12/2025

Starting in 2026, eligible taxpayers may deduct:
🔹Up to $25,000 in reported tips
🔹Up to $12,500 in overtime compensation ($25,000 if married filing jointly)

These deductions phase out for higher-income taxpayers.

Call for more information, but don’t make any changes until you speak with your tax, legal, or accounting professional.



Source: IRS.gov, September 10, 2025

12/12/2025

‼️‼️IMPORTANT REMINDER ‼️‼️

12/08/2025

Just a heads-up: we'll be closed for the holidays from 12/24 to 1/1. To make sure everything gets handled, please submit any year-end stuff by this Friday, 12/12.

12/05/2025

The One Big Beautiful Bill Act increases the Child Tax Credit to $2,200 per eligible child.

Other updates to the Child Tax Credit include:
➡️ The credit will be adjusted for inflation in future years
➡️ A valid Social Security number is required for the child
➡️ For joint filers, at least one spouse must have a valid SSN

These updates aim to clarify eligibility and streamline administration.

Call for more information, but don’t make any changes until you speak with your tax, legal, or accounting professional.



Source: IRS.gov, September 10, 2025

12/01/2025

‼️‼️ IMPORTANT UPDATE ‼️‼️

11/28/2025

Just a reminder we are closed today 11/28. We will reopen on Monday 12/1.

11/26/2025

The office will be closed tomorrow 11/27-11/28. We will reopen Monday 12/1 at 8:00AM. If you need anything, call the office and leave a voicemail. Shelby will return your call Monday morning.
Have a great Thanksgiving! 🦃

11/24/2025

Have you ever heard of the bucket strategy? With this approach, you segment your retirement expenses into three buckets, attempting to match income sources to essential expenses.