Coombe Bender & Co.

05/29/2026

Deciding when to claim Social Security is an important part of retirement planning. Our latest carousel highlights key factors to consider as you think through timing and long‑term income planning.

05/27/2026

Many people plan to work longer as part of their retirement strategy—but life doesn’t always go according to plan. While additional income and flexibility can be appealing, unexpected factors like health or career changes can lead to earlier retirement.

It can take creativity, patience, and hard work to make the “working-longer” retirement strategy work for you.

05/25/2026

Our office and the markets are closed today in observance of Memorial Day.

05/22/2026

Life brings change, and your financial plan should evolve with it. Whether you’re navigating retirement, career changes, or family milestones, our team is here to help support you through every transition. Contact us today: https://www.coombebender.com/contact

With over 70 years of combined experience, our firm provides individuals, business owners, trustees, and more with trusted and detailed financial advice.

05/20/2026

Rising home values have helped boost many Americans’ net worth—but they often come with higher property taxes. With the average tax bill climbing again, it’s a good reminder that increased home equity can bring both benefits and added costs to consider in your overall financial picture.

The average bill rose 3 percent last year, in part because of higher tax rates. There are ways to try to reduce what you owe.

05/18/2026

At Coombe Bender & Co., we focus on discipline, perspective, and long-term planning to help guide our clients through changing market conditions.

05/15/2026

Building and maintaining generational wealth takes thoughtful planning and clear communication. Our infographic shares practical financial wellness tips to help support long‑term goals across generations.

05/13/2026

Improving your finances doesn’t always mean cutting more or giving things up. While spending discipline matters, long‑term progress often comes from how your money is structured, grown, and managed over time.

You don’t need to cut expenses or change your lifestyle to improve your finances. But you have to make intentional adjustments and optimize what you already have.

05/11/2026

Happy Mother’s Day to all the moms, grandmothers, and caregivers in our community. Today we celebrate the care, strength, and guidance you provide every day. Wishing you a warm and joyful day surrounded by those you love.

05/05/2026

Financial terminology can feel overwhelming at times. Our website glossary is a helpful resource designed to explain common financial terms in clear, straightforward language. Check out our free glossary here:

A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange.