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 …
Planning
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.