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Investment Lessons from “The Tortoise and the Hare”

“A Hare was making fun of the Tortoise one day for being slow. ‘Do you ever get anywhere?’ he asked…

Diets and Money – Quite the Pair

You may have noticed (or not) that we took a two-month sabbatical from the Rivertree blog. We take advantage of…

Balancing Contentment, Gratitude and Responsibility

I’m doubting the title of this blog already. Is it correct to even say, “Balancing contentment, gratitude and responsibility”? I…

The Gap in Financial Planning

Have you ever assembled a piece of equipment, or perhaps a toy for a child, stepped back and admired your…

A Wake-Up Call

It’s that time of year for many of us – kids back to school, a new routine established, and a…

Tax-Wise Giving and Ways to Lower your Taxes After Retirement

What if I told you that there was a way to never pay taxes again when you retire? Well, I’m…

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