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 might seem peculiar. What does money have to do with …
Planning
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, losses, deaths, and other unfortunate events. Listen to what Tim …
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 routine is gladly welcomed. For others, this time of year …
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 decisions every day? Well, I’m not surprised given that some …
When Things Don’t Go as Planned
Ever had a plan not go as expected? Yeah, me too. In fact, my family and I are living this reality right now. After twelve years of being in the …
Finding a Financial Mentor
I was challenged this morning by a pastor and friend who spoke to a group of fathers. The question initially posed was this: “What do I most need today in …