REDW Wealth | January 4, 2021
REDW Wealth, a SEC-registered investment advisory firm subsidiary of REDW LLC, is proud to announce that Ross Nettles, Tax & Investment Manager, and Robert Elzholz, Senior Investment Manager have been awarded CERTIFIED FINANCIAL PLANNER™ certifications by the Certified Financial Planner Board of Standards, Inc. Read more. Read More
REDW Wealth | December 22, 2020
IRS interest rates are at an all-time low and federal estate and the total lifetime gift tax exemptions are at a record high – making this an especially opportune moment to take advantage of lifetime gifting options. The experienced team at REDW Wealth is ready to answer your questions or help you develop a plan that aligns with your lifetime gifting options and concerns. Read more. Read More
REDW Wealth | December 1, 2020
REDW Wealth | December 1, 2020
Join members of the REDW Wealth Investment Committee for a bi-weekly webinar series providing Wealth Management Updates and Q&A opportunity, Wednesdays beginning May 13, 2020 at 11:30 am MT. Read more. Read More
REDW Wealth | October 16, 2020
In June 2019, the Department of Labor revised the rules for 2020 regarding health reimbursement arrangements (HRAs) making it easier and more cost-effective for some businesses to reimburse employees for their medical care expenses. Join REDW Wealth and Daniels Insurance for a joint presentation on budget-friendly solutions for your health insurance needs. REDW Wealth Principal,... Read More
REDW Wealth | October 15, 2020
During this short 30 minute webinar, financial advisors from REDW Wealth will be discussing what a custodian does for clients and what role they play in an independent advisor’s relationship. We’ll also discuss what impacts the recently closed Schwab and TD Ameritrade merger will have to clients that entrust their assets to one of these... Read More
REDW Wealth | September 16, 2020
In these uncertain times, REDW Wealth wants to reassure you by sharing available strategies that could help shelter your retirement savings from taxes. Read More
REDW Wealth | August 20, 2020
REDW Wealth | July 31, 2020
In uncertain times like these, it's more important than ever to manage your finances and plan for the future. Which is why REDW Wealth is offering a series of complimentary webinars that will provide practical and up-to-date guidance for individuals and business owners to help them reach their financial goals. Read more. Read More
REDW Wealth | July 28, 2020
A recognized expert on claiming Social Security (SS) benefits, REDW Wealth Senior Financial Planner David Cechanowicz has once again been featured in The Street, most recently in a July 2020 column by Robert Powell, CFA, titled, “Ask Bob: Can You Collect Social Security on Your Ex-spouse?” Read more. Read More