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 […]
Why Investors Can Be Thankful This Holiday Season
As the holiday season begins, it’s a nice moment to pause, take stock, and feel grateful—for the people in our lives and for the progress we’ve made. Investors often worry about what could go wrong and forget what’s gone right. […]
