If you've built wealth, raised a family, or started a business, you already have an estate and you need a plan for it. Not someday,...
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Why You Need an Estate Plan (Even If You’re Not Warren Buffett)
Celeste MitchellDec 16, 2025
18 Min Read
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5 Tax-Smart Wealth Strategies to Complete Before December 31
Celeste MitchellAs 2025 draws to a close, several important financial deadlines are fast approaching. Whether you're looking to reduce your tax liability, optimize retirement contributions, or...
Dec 9, 2025
13 Min Read
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The Critical Role of Life Insurance in Estate Planning: Creating Liquidity for Business Owners After H.R. 1 (OBBBA)
Celeste MitchellThe passage of H.R. 1, the One Big Beautiful Bill Act (OBBBA) on July 4, 2025, has created an environment of relative certainty for federal...
Nov 24, 2025
27 Min Read
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4 Estate Planning Strategies That Save Millions After H.R.1 (OBBBA): Strategies for High-Net-Worth Families
Celeste MitchellOn July 4, 2025, H.R.1, the One Big Beautiful Bill Act (OBBBA), became law with significant implications for estate planning. While this legislation has generated...
Oct 3, 2025
14 Min Read
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The $300,000 Social Security Mistake Most Pre-Retirees Make
REDWSarah had it all figured out. At 62, she was ready to retire from her teaching career and finally start that garden she'd been dreaming...
Sep 24, 2025
8 Min Read
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H.R. 1 (“One Big Beautiful Bill Act”): Strategic Wealth and Retirement Planning Opportunities
Celeste MitchellHow the major tax legislation signed July 4, 2025, creates new planning opportunities and affects long-term financial strategies H.R. 1, the budget reconciliation bill signed...
Aug 14, 2025
18 Min Read
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On-Demand Webinar | Practical Strategies for Maximizing Your Social Security Benefits
REDW Wealth ManagementSocial Security represents one of your largest retirement assets, but complex government resources can make it difficult to understand your options. For instance, the timing...
Aug 11, 2025
4 Min Read
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On-Demand Webinar | Post-Retirement Success: Key Strategies for a Secure Financial Future
REDWWatch & Discover Learn specific strategies for balancing risk and reward in your retirement portfolio with our on-demand session, “Post-Retirement Succes: Key Strategies for a...
Jun 13, 2025
3 Min Read
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Risk in Retirement — Finding the Sweet Spot Between Safety and Opportunity
REDWRetirement represents a major shift in how you think about your investments. After decades of focusing on accumulation, you now face the challenge of making...
May 19, 2025
6 Min Read
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REDW Advisors & CPAs Announces Diana Gibson as First-Ever Director of Client Success
REDWREDW Advisors & CPAs is pleased to announce the appointment of Diana Gibson as its first-ever Director of Client Success. In her role, she will...
May 13, 2025
10 Min Read
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Why Staying the Course During Market Volatility Pays Off: Insights from REDW Wealth Investment Advisors
REDWREDW Wealth Management advisor Jude Gleason, Chief Investment Officer, and team, recently shared their perspectives on navigating market volatility and understanding tariff impacts. As market...
May 5, 2025
13 Min Read
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REDW Appoints Dorine Sanchez, CFP®, AIF® as Principal in Wealth Management Practice
REDWREDW is pleased to announce the appointment of Dorine Sanchez, CFP®, AIF®, to Principal in the firm's Wealth Management practice, REDW Wealth LLC. REDW Wealth...
Dec 31, 2024
5 Min Read
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REDW Advisors & CPAs Continues Strategic Expansion in Acquisition with Hatcher Financial, Expanding Arizona Tax and Wealth Presence
REDWPHOENIX – Sept. 23, 2024 — REDW Advisors & CPAs has announced that Phoenix-based firm Hatcher Financial has joined REDW, increasing REDW’s Phoenix office to 114...
Sep 23, 2024
10 Min Read
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Thoughts on Investing: Trust and Expectations
REDW Wealth ManagementThe Impact of Economic Growth in Q1 During the first quarter of 2024, the economic outlook was generally stronger than anticipated. Solid payroll growth numbers...
Apr 25, 2024
9 Min Read
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Angel Investing: Part of a Well-Rounded Portfolio
REDW Wealth ManagementDiversification is a well-known principle for investors. To help round out a portfolio, accredited investors should consider the risks and rewards of angel investing. NM...
Apr 23, 2024
7 Min Read
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Investment Intelligence: Decoding What Matters in Global Markets
REDWIn an era of rapid change and information overload, discerning fact from opinion is a daunting task for investors seeking to navigate the complexities of...
Apr 19, 2024
4 Min Read
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Reducing Risks in Retirement Plan Management
REDWInsight in Indian Country Podcast Trusted Expertise to Serve Tribal Nations Tribal fiduciaries have a responsibility to follow sound fiscal practices and fulfill their duty...
Apr 11, 2024
5 Min Read
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Fiduciary Risk Management for Retirement Plan Sponsors
REDW Wealth ManagementExcess fee lawsuits are down for plan fiduciaries, but new forfeiture use lawsuits are on the rise. Being sued because your employees are dissatisfied with...
Mar 27, 2024
10 Min Read
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Maximizing Retirement Benefits: What SECURE Act 2.0 Updates Mean for Your Workforce
Paulette MastioThe new year is ushering in some sweeping changes to employer-sponsored retirement plans that may have flown under the radar for many businesses. Which is...
Feb 16, 2024
8 Min Read
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The Secure Act 2.0 in 2024: Significant Retirement Saving Opportunities for Individuals
Paulette MastioA new year typically necessitates adjustments to IRS savings and distribution thresholds, and so REDW’s trusted wealth management advisors Principal Robert Elzholz, CFP®, CRPC®, AIF®,...
Feb 5, 2024
11 Min Read
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Election Year Economics: 2024 Financial Planning for Tribes
REDWInsight in Indian Country Podcast Trusted Expertise to Serve Tribal Nations What exactly is a "soft landing" in the economy? This episode, REDW National Tribal Practice Leader Wes...
Feb 2, 2024
6 Min Read
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Financial Planning for Tribes in 2024
REDW Wealth ManagementNavigating Changing Economic Tides Moving into 2024, business leaders for tribal entities need to consider how borrowing, lending, and investing funds; purchasing and selling business...
Jan 29, 2024
8 Min Read
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2023: A Year in Review
REDW Wealth ManagementLast Year's Headlines This time last year, we wrote about a number of topics that were top of mind for investors heading into 2023: the...
Jan 29, 2024
16 Min Read
