Reasons to be Hopeful
These are certainly days we will remember – for our generation, and generations to come. The COVID-19 pandemic has rocked…
Blogs
Articles and Updates
From Dream Crusher to Valentine’s Gift
Two meetings, two titles. How do I reconcile the two? Some days, yes, we are the Dream Crushers, advising clients to not take a path they so desire. And sometimes, we are hopefully a gift to our clients, guiding them in financial matters that bring long-term financial peace.
How the SECURE Act 2020 Affects You
The SECURE Act (The Setting Every Community Up for Retirement Enhancement) was signed by the President on December 20th with a January 1, 2020 effective date. This Act was part of the Spending Bill and significantly affects IRA planning.
Jesus and Taxes (Ways to Pay Less)
You may recall the story of Jesus being confronted by the Pharisees about whether or not to pay taxes to…
Self-Awareness and Money
I hope your fall season is going well and that you’re enjoying the cooler weather. Our newsletter topic this month…
Rivertree Celebrates 10 Years!
We often hear of celebrating milestones: victories, championships, new beginnings, births, etc. But I generally don’t associate milestones with defeats,…