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Blog

Two elderly people sitting on a bench looking at the sea
Nick Bertell | Jun 15, 2023

Seven Key Tips for Planning Elder Care

Family
Lifestyle
Retirement
Health
Disability
Noticing signs of decline in our loved ones is always hard, and making care decisions for them often feels even harder. While it's impossible to make the
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Man sitting on a park bench and working on a laptop
Nick Bertell | May 15, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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Toddler standing at the bottom of a stone staircase
Nick Bertell | Apr 15, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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Ten key accounting calculator on a soft yellow desk
Nick Bertell | Mar 15, 2023

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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A calculator and a pen on top of a graph
Nick Bertell | Feb 15, 2023

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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Woman sitting on a rock looking out at lake. In the distance is a large mountain range
Nick Bertell | Jan 15, 2023

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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Hand holding a bill with a red "Past Due" stamp on it
Nick Bertell | Dec 15, 2022

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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Nick Bertell | Nov 15, 2022

Unwrap a Holiday with Less Financial Stress

Savings
Lifestyle
With a few small changes to your holiday spending habits, you may cut back on end-of-year financial stress.
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Top-down image of a woman sitting at a cluttered desk. She's holding her head and looking down.
Nick Bertell | Oct 15, 2022

4 Tips for Minimizing Financial Anxiety

Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
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Hand holding a large bundle of balloons
Nick Bertell | Sep 15, 2022

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
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Professional-looking man sitting in an office. There is a laptop and a stack of files in front of him.
Nick Bertell | Aug 15, 2022

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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A teenager holding a yellow and blue longboard talking to her friend
Nick Bertell | Jul 15, 2022

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
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mail@redwoodadvisor.com

     

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Our Locations

923 3rd Street Eureka, CA 95501

923 Haddonfield Rd Ste 300 Cherry Hill, NJ 08034

5215 N. Sabino Canyon Rd.Ste 152 Tucson, AZ 85750
 

Redwood Coast Financial Partners is an independent firm.

Redwood Coast Financial Partners does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Redwood Coast Financial Partners’ web site or incorporated herein and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

 

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