Spring Clean Your Financial Future – March 2011 Newsletter
Spring Clean Your Financial Future
We can all be honest about the 2011 New Year’s resolutions: We have pretty much broken all of them before the end of January and forgotten the rest by the beginning of March. As April approaches, … Continue reading
Primer on Tax Breaks for Georgia’s Senior Taxpayer – February 2011 Newsletter
Primer on Tax Breaks for Georgia’s Senior Taxpayers
With a mix of Georgia laws governing tax breaks for senior taxpayers, we at Redwood want to provide a quick guide on what retirement income can and cannot be excluded from taxation.
Since 1990, … Continue reading
Roth Conversions
Roth IRAs for High-income Families
Roth IRAs are probably one of the most powerful financial planning tools available. One of the main benefits is that it enables after-tax dollars to grow tax free and it allows distributions to be tax … Continue reading
Widowed Before Retirement
How can people widowed before retirement maximize their social security benefits? This study from the Journal of Financial Planning examines the Social Security program rules unique to widows approaching retirement and their implications for benefit claiming strategies. Please … Continue reading
Social Security Strategies
This comprehensive study from the Journal of Financial Planning examines strategies for singles and couples who are deciding when to begin Social Security benefits. We recommend you discuss this issue with your Redwood Advisor before applying for your Social … Continue reading
Bonds Without Interest -1st Quarter 2010 Newsletter January-March
Bonds without Interest?
By Shawn Meade, CFP®, CPA, MS
I was reading Kiplinger’s recently and came across the article “Ring Out the E-Bonds, Ring in the I-Bonds” by Joan Goldwasser. That got me to thinking. I remember when I was growing up … Continue reading
The Challenge Ahead of Us – Dec 2009 Newsletter
The Challenge Ahead of Us
By Lane Steinberger, CFP®, CFA
As I always say, investing is an easy thing to talk about and a very hard thing to do.
Here we are, the market has rallied 60% from its low and the economy … Continue reading
Mayor Welcomes Redwood to Alpharetta – September 2009 Newsletter
Mayor Welcomes Redwood to Alpharetta
The clients and friends of Redwood Wealth Management joined Alpharetta Mayor Arthur Letchas in the official opening of the new Redwood office at an Open House June 25th.Clients enjoyed wine, beer, and appetizers as the advisors … Continue reading
Redwood Expanding to New Office – June 2009 Newsletter
Redwood Expanding to New Office
The partners and associates of Redwood Wealth Management proudly announce their move to 200 Milton Park, one of the premier real estate addresses in Alpharetta.
At a time when the economy and commercial real estate markets … Continue reading
Announcing Redwood Wealth Management – March 2009 Newsletter
Announcing Redwood Wealth Management
Our Team of Experts
When Lane Steinberger joined Raj Chokshi, Shawn Meade, Larren Odom, Brian Huey and Traci Martin to form Redwood Wealth Management, one of the premier wealth management firms in the Southeast was created.
While … Continue reading
