Bitcoin: Bubble or Brilliant?

February 2, 2018

Fortunately, I haven’t received too many questions from clients about bitcoin and crypto-currencies, but it is a very popular topic these days and I’ve heard it brought up many times in various forums. I thought I’d share my thoughts on the topic, so you can be better prepared to respond to those people who might be suggesting it’s the investment of a lifetime. Read more

New Year’s Financial Resolutions

January 9, 2018

The beginning of the new year is a perfect time to do some financial housekeeping. Over 44% of Americans set new year’s resolutions and financial goals are among the most popular. Here are some timely ones given events over the past year: Read more

Turbo Charging Your Charitable Giving

December 1, 2017

Year end is the time many people focus on charitable giving, probably partly due to tax planning, but also as a reflection of the gratitude during the Season of Giving. Two ideas I like to share with clients, if appropriate, are the concept of a donor-advised fund and the Qualified Direct Charitable Rollover from a retirement account. Read more

Cyber Security in the Age of Accelerations

November 15, 2017

The data breach at Equifax, which exposed at least 143 million people’s financial data, is a symptom of the Age of Accelerations. Accelerations in globalization and technology are enabling thieves to be ever more sophisticated in their crimes. If even a company where data security should be paramount can be compromised, how are far less sophisticated consumers to protect themselves? Until the system changes, it is on us to protect ourselves. Read more

Recovering from the North Bay Fires

October 30, 2017

With over 100,000 people displaced by the North Bay fires, chances are even if you weren’t directly impacted by them, you may know someone who was. Recovering from a catastrophic loss of this nature is complicated by the emotional challenges of grieving from the loss. We’ve included some tips below to help begin the long road to recovery, gathered from survivors of previous fires and insurance experts. Read more

Tanya Steinhofer was Awarded the 2017 Heart of Financial Planning Award

October 9, 2017

Redwood Grove Wealth Management is pleased to announce that Tanya Steinhofer was awarded the 2017 Heart of Financial Planning award by the Financial Planning Association (FPA). The Heart of Financial Planning Award recognizes financial planning professionals, firms and organizations that demonstrate remarkable commitment and passion to contribute or give back to the financial planning community and/or public.

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Is Winning the Lotto All It’s Cracked Up to Be?

September 7, 2017

A Massachusetts woman recently won the biggest lottery prize in US history – $759 million. She did what many lottery winners do and contrary to what most financial planners would advise, which is to quit her job and take the prize as a lump sum of $480 million before taxes, instead of installments over a period of years.

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How to Make Summer Really Count

June 1, 2017

With summer vacation around the corner, you might be wondering how you will keep your kids occupied all summer and not hear, “I’m bored”, constantly. While figuring out what to do on their own has its own benefits, if you’d like to offer them some helpful ideas, here are a few activities that can help them learn something useful, too. Our job as parents is to raise independent, responsible adults and our time with them is fleeting, so it’s important to maximize every teachable moment.

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