North Bend Wealth Management

06/01/2026

A financial plan should evolve alongside your life. A mid-year review can help families evaluate spending, savings goals, retirement preparation, and protection strategies before the year gets away from them. Learn more in our latest blog: https://www.northbendwealth.com/blog/a-mid-year-financial-plan-review-makes-sense

05/29/2026

Helping children prepare for college often starts years before tuition bills arrive. This carousel highlights four practical, tax-aware ways families may support future education expenses—from custodial accounts to retirement account considerations. Swipe through for ideas that can help guide the conversation.

05/29/2026

🎶 We’re proud to help kick off summer in the Mid-Ohio Valley!

North Bend Wealth Management is excited to sponsor the opening night of Artsbridge, Inc.’s Music in the Park Summer Series on June 4 at Parkersburg City Park.

Join us for an evening of live music featuring Country Best in Class, with special guest Luke Colombo—returning to the stage where his journey first began.

Bring your lawn chairs, gather your family and friends, and enjoy a great night of music and community.

📍 Parkersburg City Park
🕡 Music begins at 6:30 PM (special presentation at 6:15 PM)

We look forward to seeing you there!

05/27/2026

🌽📉📈 Markets shift, but some opportunities stay rooted. Learn about agriculture investments in the latest Weekly Market Commentary: https://www.northbendwealth.com/weekly-market-commentary

05/26/2026

For many families, college planning is about making thoughtful use of every available resource. Tax credits like the AOTC, Lifetime Learning Credit, and student loan interest deduction may help reduce out-of-pocket costs when coordinated carefully. Explore the full article for practical education tax planning insights.
Read more: https://www.northbendwealth.com/blog/smart-savings-5-tax-breaks-for-college-students-and-parents

05/25/2026

On Memorial Day, we join our community in remembering those who served and sacrificed for the freedoms we value every day. We hope this day offers time for gratitude, reflection, and connection with loved ones.

05/22/2026

Looking forward to a great day on the course in support of our community! ⛳️

Join us at the Sour Mash Golf Tournament—see details below 👇

Thank you, North Bend Wealth Management, for joining the 55th Annual Sour Mash Golf Tournament as the Beverage Sponsor! ⛳

The success of this event is directly tied to strong community support, and we are so thankful for these sponsors.

Golfer registration and additional sponsorship opportunities are available at uwamov.com/sourmash 🏌

05/22/2026

Keeping up with student loan interest rates can help families stay proactive as education costs evolve. Regularly reviewing loan servicer updates, financial news, and rate benchmarks can make it easier to adjust decisions with confidence over time. Reach out to start a practical planning conversation.

05/20/2026

Energy shocks don’t affect all areas equally. 💡
Learn why price pressures could take the lead in today’s environment. Read the Weekly Market Commentary: https://www.northbendwealth.com/weekly-market-commentary

05/18/2026

Self-employed parents often have more planning flexibility than they realize when preparing for future education costs. From navigating variable income years to making thoughtful use of 529 plans and aid reviews, a steady strategy can help families make more informed decisions. Read the full blog for practical next steps.
Read more: https://www.northbendwealth.com/blog/a-business-owners-guide-to-tax-smart-college-planning