Coombe Bender & Co.

08/14/2026

Retirement isn’t just about your financial picture, it’s about how you want to spend your time and live your life. This video offers perspective on how planning today can support your quality of life in the future. https://www.coombebender.com/resource-center/retirement/retirement-and-quality-of-life

08/12/2026

What's the most overlooked retirement expense? It may not be a specific cost at all! It's the reality that your expenses will change over time. Understanding how spending evolves throughout retirement can help create a more resilient financial plan.

Your expenses in retirement evolve and change from your working life and not accounting for this is usually the most overlooked part of retirement.

08/10/2026

Health and finances often go hand in hand as we age. Staying active—both physically and financially—can help support a more confident and balanced future. Learn more in our latest blog: https://www.coombebender.com/blog/staying-physically-and-fiscally-fit-as-you-age

08/07/2026

In finance and in farming, you prepare for what you can’t predict. Markets shift, circumstances change, but a thoughtful, disciplined approach can help you navigate those uncertainties over time.

08/05/2026

Caring for loved ones is one of life's greatest responsibilities, but it comes with big challenges. The financial costs are often discussed, while overlooking the emotional and personal impacts. This thoughtful article helps us consider how proactive planning can help prepare for the unexpected.

Members of the sandwich generation report it can consume hours, while limiting career choices and retirement savings. Tax breaks may cover only a fraction of the cost.

08/03/2026

Taking care of your mental well‑being is just as important as managing your finances. Our latest blog highlights a few simple ways to invest in your mental health and build a stronger foundation for overall wellness. https://www.coombebender.com/blog/4-ways-to-invest-in-your-mental-health-bank

07/31/2026

At Coombe Bender & Co., we’re committed to supporting you through every stage of your financial journey. Whether you’re planning, adjusting, or looking ahead, our team is here to help. Connect with us to get started: https://www.coombebender.com

07/29/2026

Nearly a third of families have begun passing assets to the next generation, reshaping how wealth, legacy, and financial planning come together. From early gifting strategies to evolving estate plans, families are rethinking how(and when) they transfer wealth to maximize impact and minimize tax exposure.

The handover of generational wealth presents challenges and opportunities for financial advisors. A new UBS report has advice.

07/27/2026

What does your ideal retirement look like? Whether it’s travel, hobbies, or simply more time to enjoy each day, having a plan can help turn that vision into reality. https://www.coombebender.com/blog/retirement-planning-the-ultimate-endless-summer-adventure

07/24/2026

Managing cash flow in retirement is about creating balance, understanding your income sources, planning for expenses, and staying flexible as needs change.