Cybersecurity Awareness Month – observed every October – was created as a collaborative effort between government and business to ensure every American has the resources they need to stay safer and more secure online. Read more
Changes Are A-Comin’ for the FAFSA
Fall is in the air. The kids have headed back to school. It is an exciting and busy time of year for most of us, but it’s particularly hectic for high school seniors getting ready to apply to colleges. As we all know, the cost of higher education is an expensive endeavor. Read more
Conversation on College with My Rising 9th Grader
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
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
Crazy for Crypto: Our Opinion on “Investing” in Cryptocurrency
There is little doubt that cryptocurrency is having a significant impact on the world around us. Indeed, cryptocurrencies are so popular one literally needs to work to not hear about them on a daily basis. It is no wonder the public is clamoring to invest in the next big crypto coin. Read more
Finding Your Financial Footing: Tips for A Post-Pandemic World
As we emerge from the worst of the pandemic and subsequent lockdowns, people may be eager to resume travel, eat out, and attend entertainment events. In economist-speak, there is a lot of pent-up consumer demand in the economy. Read more
The State of ESG & Sustainable Investing
In honor of the 51st Earth Day on April 22nd, we thought we’d provide an update on one of our favorite topics, Environmental, Social & Governance (ESG) investing, also often referred to as sustainable investing. Here are several themes: Read more
The Rise of the Family Caregiver
Caring for an aging spouse, relative, or friend can be one of the most meaningful, joyous, yet overwhelmingly stressful roles we play in life. According to National Alliance for Caregiving and AARP, 34.2 million Americans provided unpaid care to an adult age 50 or older in the last 12 months, with most of the care being provided by women over the age of 65, representing total economic value of $470B in 2013. The average duration of a caregiver’s role is 4 years.1 Read more
Why Being a B Corp Matters to Us
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
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
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