Coombe Bender & Co.

07/17/2026

Patience is often the most overlooked strategy. In a world that often prioritizes quick results, taking a disciplined, long‑term approach can make a meaningful difference.

07/15/2026

The Netflix show House of Guinness sparks a bigger conversation happening in real life: how parents divide their estates and why one-size-fits-all doesn’t work for every family. From fairness to equity, the right strategy starts with intention and clear communication.

The streaming series House of Guinness led many parents to reconsider the conventional wisdom about distributing an estate.

07/13/2026

Summer is a time for travel, activities, and making memories, but those extras can add up quickly. Taking time to plan your budget can help you enjoy it all without the added financial stress. https://www.coombebender.com/blog/summer-on-a-budget-how-to-plan-activities-trips-costs-wisely

07/10/2026

Have you ever wondered if you’re on track for retirement? Our retirement savings calculator is a simple way to get a clearer picture of where you stand today and what steps you may want to take next.
Try it here: https://www.coombebender.com/resource-center/retirement/my-retirement-savings-1

07/08/2026

Rising costs are leading many families to rethink their summer vacation plans. From shorter trips to more intentional spending, it’s a reminder that even small adjustments can help keep experiences enjoyable while staying within budget.

More expensive food, tickets and fuel are prompting some families to rethink their plans.

07/06/2026

Philanthropy can play an important role in your overall financial plan. With the right approach, your giving can support causes you care about while aligning with your long‑term goals.
Learn more in our latest blog: https://www.coombebender.com/blog/transform-your-philanthropy-six-strategies-for-greater-impact

07/03/2026

Our office and the markets are closed today in observance of Independence Day. Wishing our community a safe and enjoyable holiday weekend as we celebrate!

07/01/2026

While the maximum Social Security benefit in 2026 can exceed $5,000 per month, very few people actually qualify. Reaching that level takes decades of consistent high earnings and careful timing when claiming benefits. It’s a reminder that understanding your options and planning ahead can play an important role in your retirement income strategy.

The maximum 2026 Social Security benefit is $5,181 a month, but very few retirees qualify for it.

06/29/2026

Social Security is an important part of many retirement plans, but understanding when and how to claim benefits can make a difference over time learn more: https://www.coombebender.com//blog/learn-about-social-security-retirement-benefits

06/26/2026

Giving can be a meaningful part of your financial plan. Our latest infographic shares mid‑year strategies to help you approach charitable giving with intention.