financial planning

Taming The Bear: Making Sense of the 2022 Downturn

After an abnormally calm 2021, which saw stock markets reach all-time highs, the major stock indices are sharply lower in 2022. Volatility has returned to the market as concerns over interest-rate tightening, inflation, supply shocks, economic growth, and geopolitical events have dampened last year’s market exuberance. […]

Tanya Steinhofer was Awarded the 2017 Heart of Financial Planning Award

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 [...]

Can We Afford a Vacation Home in Tahoe?

Every summer when I spend a week or two in Tahoe for vacation with my family, I fantasize about owning a cabin there. This summer, I decided to analyze what it would actually take to make this dream a reality. […]

The Gift that Keeps on Giving

With the holidays upon us, my thoughts have turned to gift giving. My kids are already preparing their lists for Santa. While it can be tempting to fulfill their every request, have you ever noticed how quickly they become bored with the toys and games you buy them? How about giving them a gift with longer-term [...]

Why Save for a Rainy Day?

Whether or not the ground hog saw his shadow on February 2nd, it makes good financial sense to plan for a rainy day. Life has a way of throwing curve balls into the best laid plans, be it job loss or unexpected expenses.  […]

Financial Planning Tip #2: Articulate Your Goals

“If you don’t know where you are going, any road will get you there” – Lewis Carroll In order to lead a fulfilling life, it is important to step back and think about what gives meaning to your life and what are your most important goals. It is too easy to get absorbed in doing what you think you should [...]

Top 10 Financial Planning Tips for Success

In my work with financial planning clients, there are certain themes that occur over and over again. I’ve come to think of these themes as my wish list of top financial planning recommendations that everyone should address. […]