Conversation on College with My Rising 9th Grader

August 2, 2021

Now that my son is entering high school, I plan to talk to him about college by sharing some helpful information to set his expectations and to impart upon him why college is an essential investment in his future. Here are some key points I plan to make: Read more

Protecting Seniors from Financial Fraud

July 1, 2021

June was World Elder Abuse Month, making now a good time to reflect on some of the financial hazards the elderly are particularly vulnerable to. Fraud surges typically happen during tax season, the holidays and throughout disasters and pandemics. Read more

Why Being a B Corp Matters to Us

March 22, 2021

In honor of B Corp month in March, it seemed a good time to share what it means to be a Certified B Corporation and why it matters to us and our clients. Redwood Grove Wealth Management became a Certified B Corp in late 2019. Read more

What’s Different This Tax Season

March 9, 2021

It seems like it can’t be possible, but the 2020 tax season is already in full swing, with the April 15th Tax Day fast approaching. As a result of the pandemic and resulting government response, several things are different for 2020 taxes relative to prior years. Read more

Set Financial Intentions, Not Resolutions

January 6, 2021

After 2020, setting lofty resolutions for 2021 might feel like a stretch, when just getting through the day can feel like a success. Instead, use the turning of the calendar as a time to reflect on what adaptions from 2020 you’d like to keep going forward. Also, instead of setting resolutions, try setting intentions. Here’s how that might look in your financial life. Read more

What Prop 19 Means for California Homeowners

December 7, 2020

One of the dozen state propositions on the California ballot this year was Proposition 19. It was one of two propositions to address property taxes. It passed with 51% voting in favor, while the other property tax-related proposition, Prop 15, failed. What does Prop 19 mean for California homeowners? Read more

The Magic of Health Savings Accounts (HSAs)

November 3, 2020

Many people are currently in open enrollment for employee benefits right now. An often-overlooked employee benefit that can really pay off in the long-term is the Health Savings Account (HSA). HSAs provide a tax-advantaged way to save for healthcare costs, now or in retirement. Read more

A Financial Planner’s Perspective on the FIRE Movement

November 1, 2019

I’ve recently seen a couple members of the FIRE (Financial Independence, Retire Early) community speak on the movement that has gained momentum in recent years. While I admire some of the characteristics of adherents of this movement (e.g., careful spending, aggressive saving), and I’ve learned a few new terms (e.g., geo arbitrage, mega Roth), I’m left with some serious questions and concerns about those who are on this path. As a financial planner, here are a few of my observations: Read more