Stonewood Financial Blog

The Nation’s Fiscal Outlook Just Got Worse. That’s Bad News for Your Client’s Retirement.

Reading over the Congressional Budget Office (CBO) report on FY2023 revenue and spending, I couldn’t help but think of...

Get out of debt? Absolutely. Start by reducing your Retirement Tax Bill.

If you’re in the financial services business, it’s impossible to avoid people asking about Dave Ramsey. Dave Ramsey is...

Income taxes ARE estate taxes. And helping savers understand it can grow your practice.

Estate planning is one of 2024’s hottest seminar strategies for financial advisors. You don’t have to take my word for...

The State of our Union is… Still Leading to Higher Taxes

Last week, President Biden delivered his State of the Union Address to Congress and the American people. So this week,...

Dispatches from the Innovate Summit

100 advisors walk into a hotel ballroom. No, it’s not the start of a joke. It’s the start of Stonewood’s Innovate...

Is your client in debt to the IRS? If they have an IRA, the answer is “yes.”

If you’ve followed this blog (or ever heard me speak), you undoubtedly know I’m a big fan of message frames. Message...

Legislative Risk and Life Insurance: Are There Red Flags Ahead?

As CJ Cregg, fictional White House Press Secretary on the hit TV show West Wing, once said: “Everybody’s stupid in an...

Will the 2024 Election Impact Your Clients (and their Retirement)? The Answer is Yes… And No.

When it comes to your clients and their retirement: Does it matter who wins November’s election? The answer is yes… and...

What’s Hot for 2024: Lead Generation for Financial Advisors

It’s January. Marketing plans are being implemented. Seminars are being scheduled. Social media posts are being...