Recent Articles
Next week, Stonewood Financial is welcoming over 100 of the nation’s top independent financial advisors to Louisville,...
If your clients are like most American savers, they’ve used tax-deferred accounts to save for retirement. And if...
Roth conversions are gaining in popularity, and with the debate over extending the Tax Cuts & Jobs Act in full swing in...
With President Trump’s inauguration this week, all eyes are on Washington to see what policies and priorities the new...
IRMAA is suddenly the “it” topic for advisor seminars, webinars, and more. For the uninitiated, IRMAA, or the...
I know how many marketing emails and postcards we receive here at Stonewood Financial from other companies advertising...
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...