Skip to main content
Pine Bend Wealth Management Logo
menu
  • Home
  • About
    • About Us
    • Meet Our Team
    • Our Process
    • Who We Serve
  • Our Services
    • Financial Planning
    • Investment Planning
    • Retirement Planning
    • Estate Planning
    • Asset Management
  • Resources
    • Blog
    • Financial Calculators
    • Useful Links
  • Contact
  • Client Login

Blog

Jessica McCauley | Oct 20, 2025

Rethinking Retirement: Why True Wealth Is More Than Money

Retirement
Lifestyle
Health
Family

You’ve mapped out your dream retirement. Maybe it’s a cozy beach town, golf twice a week, time with family, or finally starting that side project.

But here’s the

Read More
Jessica McCauley | Oct 13, 2025

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

Investments
Finance
Lifestyle

In a perfect world, every money decision we make would be totally rational.

We’d consider all of the facts. Then, we’d balance them with the risks to make the

Read More
Jessica McCauley | Oct 6, 2025

Retirement nearing? Do these 5 things first.

Retirement
Family
Savings
Lifestyle
Tax Planning
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel
Read More
Jessica McCauley | Sep 29, 2025

4 Financial Mistakes to Avoid this Spring

Savings
Retirement
Tax Planning
Insurance
Credit
Lifestyle
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your
Read More
Jessica McCauley | Sep 22, 2025

5 Signs You’re Headed for a “Cushy” Retirement

Retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly
Read More
Jessica McCauley | Sep 15, 2025

Overlooked Retirement Expenses (And How to Plan for Them)

Retirement
Finance
Health
Tax Planning
Family
Real Estate

A comfortable retirement doesn’t come with a fixed price tag.

Expenses can change over time, and some of the most important ones are easy to overlook.

That’s one

Read More
Jessica McCauley | Sep 8, 2025

Top 4 Social Media Money Scams & How to Spot Them

Investments
Finance
Lifestyle
Privacy
Savings

Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1

There have been more than

Read More
Jessica McCauley | Sep 1, 2025

Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement

Finance
Lifestyle
Retirement
Health
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning
Read More
Jessica McCauley | Aug 25, 2025

Longevity in Retirement & What You Should Know

Investments
Retirement
Finance
Savings

How many years will your retirement last?

What are the chances you’ll live past 90?

Most of us answer those questions wrong because we don’t have strong longe

Read More
default blog image
Jessica McCauley | Aug 18, 2025

Why Your Brain Sabotages Your Investment Plan (No Matter What the Market Does)

Investments
Finance
Savings
Risk Management

The Dow crosses 45,000. Your brain whispers: "This has to be the top."

The market drops 15%. Your brain screams: "Get out before it gets worse!"

Different

Read More
Jessica McCauley | Aug 11, 2025

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

Investments
Finance
Tax Planning
Insurance
Estate Planning
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors
Read More
Jessica McCauley | Aug 4, 2025

Practical Tips: How to Avoid These 4 Estate Planning Missteps

Finance
Lifestyle
Estate Planning

First, let’s start by uncovering the most common mistake in estate planning…

Surprisingly, this frequently made mistake might already be on your doorstep. A

Read More

Pagination

  • Current page 1
  • Page 2
  • Page 3
  • Next page Next ›
  • Last page Last »

Office

1500 Leighton Ave
Anniston, AL 36207

Contact Info

(256) 770-8040
info@pinebendwm.com

 

Get in Touch

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. ​

LPL Financial Form CRS

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, CA, FL, GA, KY, LA, MS, NC, OH, TN, WA

© 2025 Pine Bend Wealth Management. All rights reserved.