By James Karberg, CFP® — Practice Leader, REDW Wealth If you've got kids — or grandkids — you've probably heard about Trump Accounts, the new...
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Trump Account vs. 529 Plan: Which One Is Right for Your Family?
Celeste MitchellAug 6, 2026
9 Min Read
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James Karberg Discusses New Trump Accounts on 12 News
Celeste MitchellPHOENIX – July 29, 2026 — James R. Karberg, CFP®, Principal and Practice Leader for REDW Wealth, joined 12 News's Today in AZ for a live...
Jul 29, 2026
8 Min Read
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REDW Wealth’s James Karberg Featured on 12 News to Discuss What the Dow’s Record High Means for Your Retirement
REDWREDW Wealth Principal and Practice Leader James Karberg, CFP®, appeared live on 12 News (KPNX) during the 1 p.m. broadcast on June 1 to offer...
Jun 3, 2026
4 Min Read
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James Karberg Discusses the Hidden Costs of Summer for Arizona Families on Good Morning Arizona
REDWREDW Wealth's James Karberg, CFP®, joins AZ Family TV 3 for this third appearance on the station. On Thursday, May 21, James R. Karberg, CFP®,...
Jun 1, 2026
5 Min Read
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Mid-Year Financial Check-In with James Karberg, CFP®: Three Questions to Ask Before July
Celeste MitchellFeaturing insights from REDW Wealth's James Karberg, CFP®, as seen on AZ Family with anchor Jaime Cerreta A mid-year financial check-in is one of the...
May 21, 2026
12 Min Read
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REDW Wealth Principal James Karberg Featured on Arizona’s Family 3TV/CBS 5
REDWWith Tax Day just days away, REDW Wealth Principal James Karberg joined Arizona's Family 3TV/CBS 5 to offer straightforward guidance for the many Arizonans facing...
Apr 13, 2026
6 Min Read
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REDW Advisors & CPAs Appoints James Karberg, CFP® as Practice Leader of REDW Wealth
REDWREDW Advisors & CPAs is pleased to announce that James R. Karberg, CFP®, has been appointed Practice Leader of REDW Wealth LLC, the firm’s SEC-registered...
Mar 4, 2026
10 Min Read
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Why You Need an Estate Plan (Even If You’re Not Warren Buffett)
Celeste MitchellIf 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,...
Dec 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 perspective on navigating market volatility and understanding tariff impacts. As market uncertainty...
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
