Are You and Your College-Age Child Prepared for a Medical Emergency? – February 2012 Newsletter
Phil is a 19-year-old college student, who was seriously injured in an automobile accident. His condition is now stable and he’s expected to improve. However, he is not yet able to communicate and some decisions must be made … Continue reading
What’s AMT and How Does It Affect Me? – August 2011 Newsletter
Alternative minimum tax (AMT) was originally created 40 years ago to capture tax on the most wealthy of Americans who were avoiding paying taxes via various tax shelters and schemes. It was broadened to its current form in the 1980s … 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
Uncertainty over Tax Structure – Cuts Continue Through 2010 – November 2010 Newsletter
An old adage states that nothing is certain but death and taxes. But throughout 2010, how confident could we really be about tax cuts and the overall tax structure? As of the date of this article: Not too much.
Washington lawmakers … 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
