Stonewood Financial Blog

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....

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....

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 Wealth & Longevity Connection

“How long does my money have to last?” Every financial advisor has been asked this question. In fact, it’s one of the...

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...