Resources - Redwood Family Wealth

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A mid-retirement check-in

Evaluate your retirement beyond health and wealth.

Retirement & Longevity

Asset-based long-term care solutions: A more flexible option

As we’re living longer, asset-based long-term care insurance can help you live your best life well into retirement.

Retirement & Longevity

Social security survivor benefits: 6 things to remember

Understanding how social security benefits apply to a surviving spouse is essential to creating an effective retirement income plan.

Retirement & Longevity

Supercharge your retirement savings with the ‘super catch-up’ contribution

This significant change could boost your retirement savings as you approach retirement.

Retirement & Longevity

Protecting your Social Security payout

To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.

Retirement & Longevity

Charitably minded investors can satisfy RMDs with QCDs

Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability.

Estate & Giving

Embarking on an encore career as an entrepreneur

Starting a business in retirement.

Retirement & Longevity

Infographic: Five habits of 401(k) millionaires

You don’t have to make $1 million to save $1 million. Following these five principles can help you successfully prepare for retirement.

Retirement & Longevity

Putting more life into the 10-year rule

Non-eligible designated beneficiaries have 10 years to draw down inherited qualified retirement accounts; here, we explore ways to extend the life of that wealth.

Retirement & Longevity

Preparing for a long and happy retirement

As with all of life’s transitions, adjusting to retirement takes time. Here are five ways to get started.

Retirement & Longevity

Infographic: Thriving in retirement

Here are five ways to help you enjoy the transition to retirement and live life to the fullest.

Retirement & Longevity

The future at your fingertips

15455 Dallas Pkwy Ste 1080B Addison, TX 75001-6792
T: 469.965.4001
Map & Directions
Map & Directions

Redwood Family Wealth Form CRS

Securities Offered through Cabot Lodge Securities, LLC (CLS).
425 N Martingale Rd., Suite 1220 Schaumburg, IL 60173 – 888-992-2268
Member FINRA/SIPC/MSRB
Advisory services offered through Redwood Family Wealth
Redwood Family Wealth is not controlled by or a subsidiary of Cabot Lodge Securities LLC