Your Plan Vs Reality
This is the road map of life. Memorize it. 2026 will be not be any different. If you understand that things do not move in a straight line you will be ready for anything —because you understand that anything can happen. […]
Financial Planning
Grateful For You
As we wrap up 2025, I want to take a moment to thank you – on behalf of all of us at The Art of Financial Planning and Redwood Financial Planning – for allowing me to be part of your […]
7 Smart Year-End Money Moves to Start Next Year Strong
The end of the year has a way of clarifying what matters. Markets move, life changes, and tax rules never sit still. The good news? A few focused tweaks before December 31 can prevent costly mistakes and set you up […]
Build a Company You Can Leave On Your Own Terms
Most owners pour everything into building their companies—but few invest the same energy into getting out. That’s a problem. An exit isn’t a single event; it’s a multi-year strategy that affects your wealth, your team, your legacy, and your lifestyle. […]
Charitable Giving: Advanced Strategies for Year-End Planning
A quote often attributed to Winston Churchill is that “it is more agreeable to have the power to give than to receive.” The holiday season is a natural time to reflect on charitable giving and the role it can play […]
