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 …
Planning
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 …
Living a “Just In Case” Retirement
Very recently a couple of us from the office attended a retirement income planning seminar. The seminar was titled, “Don’t Live a Just in Case Retirement.” Tom Hegna, an internationally …
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 the holiday season to plan, regroup and recharge for the …
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 great handiwork, only to find a part (or two) leftover …
Why Everyone Needs a Financial Quarterback
Who is the overseer of your finances? Is it you? If so, that’s okay for now, but what about when (not if) you’re gone? How can you best care for those you love most with your finances? By having a financial quarterback.