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…
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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,…
The Perils of Do-It-Yourself IRA Transactions
I hope your summer months wrapped up well. For many of you, kids are now back in school and a…
Financial Planning – Outside the Lines
Are you tired of taking sides? Tired of having to choose one over another? Simply tired of making so many…
A Counterintuitive Freedom
I hope you are having a good summer. I always enjoy the 4th of July holiday. I anticipate good food,…