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. […]
Beyond Borders: The Seven Key Considerations When Choosing to Live Abroad
Relocating from the United States to another country is a transformative decision that brings cultural enrichment, lifestyle change, and personal growth. […]
Bear Markets Are a Regular Part of Investing
Bear Markets Are a Regular Part of Investing With the U.S. stock market hitting more than 20 record highs this year, some investors have become nervous that we are due for a correction. Others worry we may be in an AI-induced bubble, given how high U.S. stock valuations appear. […]
Medicare Could Get Messy This Year
Medicare Could Get Messy This Year Medicare open enrollment could be more complicated than usual this year. Significant premium increases are expected in Part D drug plans, and many Advantage plans may be canceled. That means people on both original Medicare and Advantage plans should review their options carefully. […]
Big Changes to Student Loans — Is Your Family Ready?
Big Changes to Student Loans After several years of paused payments, temporary relief, and forgiveness announcements, the federal student loan system is finally settling into a new structure. The recently passed One Big Beautiful Bill Act (OBBBA) brings sweeping and permanent changes to how families borrow and repay college loans. While some updates may benefit [...]
How to Document Grocery Expenses for Reimbursement from a 529 Plan
How to Handle Documenting Grocery Expenses for Reimbursement from a 529 Plan When your child goes off to college and you begin withdrawing from the 529 plan you’ve carefully built over the years, it can be confusing to know how best to document the qualified education expenses you reimburse yourself for. […]