RiverStone Private Wealth Advisors

05/28/2026

Losing a loved one is hard enough. A clear financial checklist can help reduce added stress during an already difficult time.

Check on benefits: Notify Social Security, Medicare, the VA, or other agencies to confirm whether survivor benefits may be available.
Protect their identity: Contact credit bureaus and close or memorialize accounts to help reduce the risk of fraud.
Handle legal steps: Gather estate documents, file the will if required, and work with trusted professionals on probate, taxes, and debts.
Read the full 11-step checklist for handling finances after a loss: https://bit.ly/3RAa9XC

Even though the death of a loved one comes with intense grief, there are important tasks to carry out as soon as you’re able.

05/22/2026

A will isn’t a “set it and forget it” document, and an outdated plan can create stress for the people you care about.

Review every few years: Even without major changes, laws, finances, and family needs can shift over time.
Act after life events: Marriage, divorce, a new child, a death, or a major financial change may be a reason to revisit your documents.
Check the details: Beneficiaries, executors, trustees, and guardians should still reflect your current wishes.
Learn which life moments may call for an estate plan review: https://bit.ly/4fsrR9g

Most people think, “I already have a will, so I’m good, right?” But this is not necessarily the case. Creating an estate plan is a great first step, but it’s not a “set it and forget it” kind of deal. Life changes, and your estate plan should also change when needed to keep up. So how of...

05/14/2026

Markets are hitting all-time highs, even as conflict in the Middle East rattles oil prices. How are investors looking past the noise? Watch the latest Market Observatory from Commonwealth to learn why markets have stayed resilient and which risks to watch: https://bit.ly/4dp8lIm

Will the strength of corporate earnings outweigh the inflation risk? Chris and Sam take a closer look in the latest episode of the Market Observatory.

05/10/2026

05/08/2026

Life changes can bring both financial and emotional stress. List what’s changed and what hasn’t to help identify where budget updates may be needed.

05/01/2026

Money decisions aren’t always logical. If something feels urgent, try pausing. Ask yourself, am I reacting to a headline or thinking of my long-term plan? That moment can help separate impulse from intention.

04/24/2026

AI is making financial scams harder to spot than ever, and seniors lost $2.4 billion to fraud in 2024 alone, up 26% in one year. Here’s what you need to know:

Agencies Won’t Call First: The IRS, Social Security Administration, and Medicare typically initiate important contact by mail, not surprise calls, texts, or emails demanding money or personal information.
That “Advisor” May Be Fake: Scammers create convincing crypto accounts and polished statements to steal retirement savings. Always verify directly with the real institution before wiring funds.
Pop-Ups Are Bait: Fake tech-support alerts use fear to trick victims into giving remote computer access. Never call the number on the screen.
Find out how to recognize today’s most common scams and help protect long-term savings: https://bit.ly/4vBYqax

Swindlers have stepped up their game with artificial intelligence and deepfakes to steal older Americans’ money and personal information.

04/17/2026

What if total freedom in retirement doesn’t feel like a reward, but a void? A 96-year-old psychologist says that’s the reality for many older adults. Here’s what can help you thrive:

Plan Your “Next Self”: When a primary role in your career or as a caregiver ends, having a backup identity can help maintain purpose and direction.
• Stay Engaged: Small contributions, like solving everyday problems, can reinforce a sense of relevance and connection.
• Embrace Both Sides: It’s possible to grieve limitations and still seek joy. Permitting yourself to feel both is key to aging well.

04/10/2026

What does Earth look like from farther away than any human has ever traveled? NASA’s Artemis II astronauts just completed a historic lunar flyby, losing contact behind the Moon before returning with stunning views and a total solar eclipse. Watch the video: https://bit.ly/4bVVuxR

The four astronauts in the Orion spacecraft set a new record for distance travelled from Earth.

03/20/2026