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Retire Well

Taking the time to do it right

At RedStone Advisors we carefully invest our time in the details. When creating a retirement plan, every detail matters.

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Helpful Content

Counteracting Capital Gains with Tax-Loss Harvesting

Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.

To choose a plan, it’s important to ask yourself four key questions.

Insurance Needs Assessment: When You're Newly Married

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

 

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

2026 Tax Law Changes

The One Big Beautiful Bill is now law. Here's a clear breakdown of what changed, what's temporary, and what it means for you.

Can I Create a Roth if I’m Over the Income Limit?

Use this article to start conversations about the “backdoor” Roth IRA strategy.

What Is a 1031 Exchange?

A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.

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The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

What's Your MPG?

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

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Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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