Are You On Track for Retirement?Something about celebrating birthdays in your 40s and 50s makes retirement come into focus just a little bit more. You’re...
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Retirement Planning Essentials in Your 20s and 30s
Are You On Track for Retirement?What do you think of when you think of retirement? If you’re in your 20s or 30s, the word retirement...
May 6, 2021
12 Min Read
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Webinar: Managing Your Income & Optimizing Your Taxes in Retirement
Most people – even financial advisors – don’t fully understand how different types of retirement income can leave very different amounts for retirees to spend,...
Feb 25, 2021
3 Min Read
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Assessing Risk After Retirement
It has been said that retirement is the only time in your life when time no longer equals money. But whether you’re nearing retirement or...
Jan 29, 2021
18 Min Read
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Ross Nettles & Robert Elzholz Earn CERTIFIED FINANCIAL PLANNER™ Certifications
Ross Nettles CPA, CFP®, MBA, AIF® Albuquerque, NM — January 4, 2021 — REDW Wealth, a SEC-registered investment advisory firm subsidiary of REDW LLC, is...
Jan 4, 2021
4 Min Read
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Now is the Time to Maximize Lifetime Gifting Options
If it’s true that the future depends on what you do today, there couldn’t be a better time than now to consider succession and wealth...
Dec 22, 2020
22 Min Read
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Bi-Weekly Wealth Management Update and Q&A
Members of the REDW Wealth Investment Committee hosted bi-weekly webinars to review the current market environment, financial planning topics and tax considerations, as well as...
Dec 1, 2020
10 Min Read
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A Budget-Friendly Solution to Your Health Insurance Needs & 401k Fiduciary Responsibilities
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...
Oct 16, 2020
2 Min Read
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What is a Custodian & What Does the Schwab & TD Ameritrade Merger Mean to You?
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...
Oct 15, 2020
2 Min Read
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Planning for Retirement? Historically Low Rates Make 2020 the Year to Consider Converting Your IRA to a Roth
In these uncertain times, it’s reassuring to know that strategies are available to help shelter your savings from taxes. Moreover, these savings will continue to...
Sep 16, 2020
6 Min Read