RiverStone Private Wealth Advisors

08/26/2026

Today we’re celebrating some very important members of our team-the ones who may not come to the office , but definitely keep us smiling.❤️🐶

Meet the pups behind our team:
Michelle’s Maverick
Tracy’s Brantley
Renee’s Milo
Alissa’s Hoss

We couldn’t let National Dog Day pass without showing off our four-legged favorites!

08/21/2026

The Founding Fathers weren’t just building a country. They were also navigating debt, inflation, investing, and financial risk. Here’s what we can still learn from them today.

💸 Watch the small leaks: Ben Franklin warned that even small expenses can add up. That still applies to subscriptions, impulse buys, and other everyday spending.

🌾 Diversify: George Washington expanded Mount Vernon beyond to***co into crops and other ventures, creating more varied sources of income.

📚 Invest in knowledge first: Understand what you’re buying before you invest, whether it’s crypto, private investments, or the latest “can’t miss” opportunity.

See six timeless money lessons inspired by America’s founders:

08/17/2026

Your retirement isn’t one big decision—it’s a series of age‑based milestones. From catch‑up contributions at 50 to Medicare at 65, each age unlocks a new move. Explore the key ages to know and the moves to consider along the way.

There are some important financial actions to take at various ages, so know what you can do when.

08/07/2026

Scammers can now use AI to imitate a loved one’s voice, adding a convincing twist to familiar fraud schemes. Knowing theese tactics can help older adults and families pause before responding.

📞 Watch for emotional pressure: Grandparent and romance scams use fear, trust, or urgency to push victims into sending money quickly.
🏦 Question unexpected claims: Fake bank representatives, government officials, and tech-support workers may say your accounts or benefits are at risk.
🛡️ Stop and verify: Contact the person or organization through a phone number you know is legitimate before sharing information or making a payment.

Learn more common warning signs and what to do if you or a loved one may have been targeted: https://bit.ly/4pUtOyJ

Financial targeting seniors often go unreported or can be difficult to prosecute. Find out how you can stop scams targeting .

07/31/2026

One outdated beneficiary form could leave an account to an ex-spouse, regardless of what your will says. A complete estate plan should cover more than asset distribution.

📝 Cover the essentials: Coordinate your will, trust, and power of attorney so your wishes are clear and someone can act for you if needed.
❤️ Plan for healthcare: A living will, healthcare proxy, and HIPAA authorization can guide medical decisions and give designated family members access to information.
🔍 Review beneficiary forms: Check 401(k)s, IRAs, life insurance, and payable-on-death accounts after major life changes.

See how long-term care, Medicaid planning, and other considerations fit into the bigger picture:

Estate planning for seniors involves the careful organization and management of assets and personal affairs. The intent is to ensure their distribution aligns with their goals and needs. This process encompasses creating wills, establishing trusts, assigning powers of attorney and planning for long-...

07/17/2026

Turning 59 isn’t just another birthday. It can be one of the last opportunities to meaningfully boost retirement savings before the focus shifts from accumulating money to using it wisely.

Know where you stand: Benchmarks can help, but your real target depends on spending, health care, Social Security, and lifestyle goals.
Use catch-up options: Higher contribution limits can help late-career savers make the most of peak earning years, especially before retirement begins.
Plan for withdrawals: Staying invested, building a cash buffer, and timing Social Security can all affect how long savings last.
See what financial advisors say to review in the years just before retirement: https://bit.ly/4xfOtRb

Age 59 can be a key turning point, when the focus shifts from building savings to planning withdrawals. See how your retirement nest egg compares to others this age.

07/10/2026

Saving strategically for retirement is important for everyone, but it’s especially crucial for women since they live longer than men on average. Learn the most important factors to consider when claiming Social Security and maximizing retirement income: https://bit.ly/3Tl6sT0

Women live to age 79, on average, about six years longer than men. That makes guaranteed income sources such as Social Security especially valuable.

07/03/2026

What do a Michelin-star chef, a ballet dancer, and an 18-year-old activist have in common? These nine women are all rewriting the rules. Reading their stories might make you rethink what leadership looks like: https://bit.ly/4rRy2am

A chef, a disability advocate, a tech executive, a ballerina. They and five other women share what drives and challenges them as leaders.

06/26/2026

A will is essential, but it’s not meant to hold every detail of your life. Including the wrong assets can trigger legal battles, lost inheritances, or public exposure of private information. Consider these guidelines:

Keep beneficiary accounts out: Life insurance, 401(k)s, and IRAs pass directly to named beneficiaries and will override anything in your will, causing conflicts.
Never list passwords or account numbers: Wills become public court documents after death, exposing sensitive financial data to anyone who requests it.
Use trusts for special cases: Pets, special needs dependents, business interests, and fi****ms require separate legal structures to avoid complications.
Source: https://bit.ly/qokTh

If you're unclear about the 10 things you should leave out of your will when drafting your estate plan, check out what legal experts have to say.

06/21/2026

Some of the most important lessons aren’t taught; they’re modeled every day. Happy Father’s Day to all the fathers and father figures who lead by example.