Stonewood Financial Blog

Cracking the Code: How to Optimize Tax-Free Conversions

Advisors who help their clients mitigate tax and legislative risk in retirement naturally spend a lot of time helping...

The Budget Outlook is Worse Than We Thought. What Does it Mean for U.S. Savers?

Believe it or not, our government is fairly transparent when it comes to its own spending - and the impact it could...

Indexing and the Great American Road Trip

It’s summertime, which means many of us are gearing up to participate in that great American tradition: Road Trips....

Heading off on a Summer Vacation? Put Your Lead Gen on AutoPilot

Growing your practice requires generating leads, and for many advisors that means live prospecting events. But as...

Here Are 5 Ways Taxes Can Rise in Retirement… Are Your Clients Prepared?

In a way, taxes are the final frontier of retirement planning. As an industry, financial advisors have helped U.S....

Innovate Virtual Summit: What’s Helping Advisors Grow in 2024

As Elliot Masie said, "We need to bring learning to people instead of people to learning." That's exactly what we did...

The Election and Your Clients: Two Risks to Watch

Unless you’ve been living in a cave, you know there’s a big election coming this November. (And even if you’ve been...

Dispatches from Washington: Advocating for U.S. Savers

Good financial advisors spend a good deal of their time helping clients understand - and address - the risks coming...

The New Holistic In Action

Sometimes, 1 + 1 = 3. Not mathematically, of course. But sometimes, when you add things together, the sum is far more...

An Actuary’s Take on the New DOL’s Fiduciary Rule

Last month, the U.S. Department of Labor finalized the much-discussed Fiduciary Rule for retirement plans. The new...