Recent Articles
I know how many marketing emails and postcards we receive here at Stonewood Financial from other companies advertising...
IRMAA is suddenly the “it” topic for advisor seminars, webinars, and more. For the uninitiated, IRMAA, or the...
When I founded Stonewood Financial over 20 years ago, I had no idea the industry force it would become. At the time, we...
The holiday season is a time of celebration, connection, and rest. However, it can also bring a noticeable lull in...
If you’ve been following our blog this year, you’ve noticed I’ve been sharing some of my favorite message frames....
At this point, most people are familiar with the term “FinTech” or Financial Technology and its massive presence in our...
So, you’ve set up lead scoring in your CRM and have a prioritized list of prospects. Now what? The next step is...
Is a Roth Conversion really worth it? It's a question I encounter almost daily—whether on the internet, on YouTube, in...
The voters have spoken, and we’ve elected a new President and Congress.
“An investment in knowledge pays the best interest.” – Benjamin Franklin In retirement income planning, continuous...