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  • Are You Using the Right Withdrawal Strategy for Your Retirement? 
    General

    Are You Using the Right Withdrawal Strategy for Your Retirement? 

    November 14, 2025

    If you’re like most people approaching retirement, you’ve probably asked yourself one (or all) of these questions: “How do I turn my savings into income?” “How much can I safely…

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  • General
  • Tax
  • How Can You Reduce Taxes in Retirement?
    Tax

    How Can You Reduce Taxes in Retirement?

    October 22, 2025

    When people think about retirement, they usually focus on investment growth or income. But one of the biggest factors in…

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  • Should You Rebalance Your Portfolio in a Bull Market?
    General

    Should You Rebalance Your Portfolio in a Bull Market?

    October 1, 2025

    After three years of a strong bull market, many investors feel great about their portfolios. Stocks have soared, account balances…

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California Office
303 Twin Dolphin Drive, 6th Floor
Redwood City, CA 94065

Colorado Office
6312 S. Fiddlers Green Circle, Suite 300E
Greenwood Village, CO 80111

(650) 419-1285
steven.loerke@redwoodadvisorygroup.com

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Redwood Advisory Group is not a registered broker-dealer nor a registered investment advisor. Redwood Advisory Group and Vanderbilt Financial Group are separate and unaffiliated entities. Vanderbilt Financial Group is the marketing name for Vanderbilt Advisory Services and its affiliates. Advisory Services offered through Vanderbilt Advisory Services. Clearing agents: Fidelity Clearing & Custody Solutions. For additional information on services, disclosures, fees, and conflicts of interest, please visit Important Disclosures.