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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

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Roth IRA for Kids

Roth IRA for Kids

Learn about the benefits and requirements of opening a Roth IRA for kids.

 

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Understanding Extended Care

Understanding the types of extended care services—and what those services could cost—may be critical.

Understanding Qualified Charitable Distributions

Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

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Annuity Comparison

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

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

The Power of Interest - How Long Will it take My Money to Do

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

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The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Your DNA Test

A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.

How Cash Apps Work

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

Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

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