Stonewood Financial Blog
Recent Articles
- Becky Swansburg
- January 16, 2026
The government sure gets creative when it needs more revenue. And guess where that additional revenue often comes from?...
Advisor Advice,
Legislative Risk,
Tax Risk,
Advisor Training,
Roth Done Right,
IRMAA,
Legacy Done Right
- Becky Swansburg
- December 19, 2025
This week, Jews around the world are celebrating Chanukah, the festival of lights.
- Becky Swansburg
- November 7, 2025
The IRS has released its 2026 adjustments to tax brackets, deductions and exemptions.
- Becky Swansburg
- October 10, 2025
If paying taxes drives you to drink, you’re not alone. So it’s interesting to note the driest era in American history...
- Becky Swansburg
- July 18, 2025
As our nation celebrated its independence this Fourth of July, President Trump signed the One Big Beautiful Bill into...
- Becky Swansburg
- July 11, 2025
The National Mall wasn’t the only place to see fireworks in Washington this Fourth of July. Over at the White House,...
- Becky Swansburg
- May 23, 2025
Hundreds of advisors took to Capitol Hill this week as part of NAIFA’s annual Congressional Conference.
- Becky Swansburg
- May 9, 2025
It’s May. The flowers are blooming. Spring is in the air.
- Becky Swansburg
- April 25, 2025
As every successful advisor knows, today’s retirement planning landscape is changing - fast.
- Becky Swansburg
- April 4, 2025
It’s that time of year when everyone seems to be on vacation. Spring break is here, and families are headed to the...
Subscribe to our blog here
