Sending Your Child Off to College: Three Financial Conversations Every Family Should Have
For many families, college preparation focuses on campus visits, dorm shopping, and tuition bills. Yet some of the most important financial decisions happen before move-in day. As parents prepare to launch a young adult into greater independence, it’s essential to address three often-overlooked areas: estate documents, health insurance, and money management. […]
Impact of the Mega IPOs on Your Portfolio
We’ve recently received questions about how upcoming large IPOs, such as SpaceX, might affect client portfolios. Below is a concise overview of what’s changing and what it means for your investments. Historically, newly public companies must meet several criteria before joining major stock indices and the index funds that track them. These typically include 6 to 12 months of trading [...]
Trump Accounts: What to Know Before Opening One
Even if you do not have children at home, it is worth understanding Trump Accounts regardless of your political views. For better or worse, they are likely to become part of the planning landscape, especially for parents, grandparents, future grandparents, or anyone who expects to help a child under 18 build a financial foundation. […]
The Financial Squeeze of the Sandwich Generation
Many adults today find themselves supporting both aging parents and their own children at the same time. This “Sandwich Generation” faces a unique set of financial pressures that can feel both constant and unpredictable. […]
Are You Doing Enough to Protect the Wealth You’ve Spent a Lifetime Building?
In today’s connected world, scammers are becoming more sophisticated and unfortunately everyone’s financial security is at risk, especially older adults who are often targeted because of their life savings and trusting nature. […]
Women, Wealth, and the Power of Strategic Planning
As we celebrate Women’s History Month, 2025 research shows women aren’t just participating in the economy, they’re reshaping it. According to a recent CFP Board research report, women now control a growing share of financial assets with approximately 69% serving as the primary financial decision-makers in their households, underscoring their expanding influence on wealth and the broader economy. […]
Love Your Partner’s Money Script
Every couple brings two financial histories into a relationship, whether they realize it or not. These histories shape what financial psychologist Brad Klontz, one of the leading researchers on how people think and feel about money, calls money scripts: deeply held and often unconscious beliefs about money that grow out of childhood experiences, family dynamics, culture, and major financial events. [...]
State of the Firm
State of the Firm Despite some national chaos at the beginning of the year, 2025 was another successful year for Redwood Grove Wealth Management LLC. We are grateful to our clients, family, and friends for their ongoing trust. […]