Stonewood Financial Blog

Is Your Client Paying Optional Taxes? Here’s How to Help Them Find Out.

If you’ve been following our blog this year, you’ve noticed I’ve been sharing some of my favorite message frames....

The Election is Coming. Here are 3 Resources to Help Your Clients Prepare

We’re now less than two weeks away from the election. Which means… You have two weeks to leverage America's attention...

What AI Says You Should Focus on in the Year Ahead

Artificial intelligence tools - like OpenAI’s ChatGPT and Google’s NotebookLM - will increasingly impact the way...

Four Ways to Evaluate the Election for Your Clients

The election is almost here, and it could have a BIG impact on our clients and their retirement assets. Will the Trump...

Why September is the Perfect Month to Address the Risk from Washington

September brings autumn temperatures, back-to-school vibes, and the return of the pumpkin spice latte. But September...

A Hidden Risk Comes to Light: Preparing Your Clients for Sequence of Returns Risk

Pop Quiz: What’s a big risk of retirement that doesn’t matter much while you’re saving… but can matter a LOT once...

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....