Stonewood Financial Blog

New Year. New IRMAA Rates. New Concerns for U.S. Savers.

The government sure gets creative when it needs more revenue. And guess where that additional revenue often comes from?...

Tariffs and Taxes: Lessons from Prohibition (Yes, Prohibition)

If paying taxes drives you to drink, you’re not alone. So it’s interesting to note the driest era in American history...

Taxes on Social Security Benefits? Gone. (For a Little Bit. In a Round-About Way.)

As our nation celebrated its independence this Fourth of July, President Trump signed the One Big Beautiful Bill into...

The Big Beautiful Bill is Law. Here’s How Your Clients Can Take Advantage.

The National Mall wasn’t the only place to see fireworks in Washington this Fourth of July. Over at the White House,...

Top 3 Take-Aways from NAIFA’s Congressional Conference

Hundreds of advisors took to Capitol Hill this week as part of NAIFA’s annual Congressional Conference.

Why Advisors Are Blocking Off Part of Their Calendars in June

As every successful advisor knows, today’s retirement planning landscape is changing - fast.

Does Your Lead Gen Take a Spring Break?

It’s that time of year when everyone seems to be on vacation. Spring break is here, and families are headed to the...