Stonewood Financial Blog

A New Book Clearly Outlines the Retirement Risks Coming from Washington - And How Savers Can Prepare

For decades, Americans were taught to save for retirement by deferring their taxes. 401(k)s and IRAs became the default...

Why Smart Savers Need a Book - and an Advisor - for a Truly Holistic Retirement

Today’s savers face numerous risks as they prepare for a successful retirement - from tax and legislative risk to...

Decisions in Washington are Impacting Your Clients. Here’s Your Chance to Learn More.

Leadership in Washington has been busy debating bills and policies that could significantly impact U.S. savers. So,...

Spring Cleaning for Financial Advisors: Refresh and Refocus Your Practice

As the seasons change and spring approaches, many people take the opportunity to deep clean their homes, declutter...

Innovate Summit: Shaping the Future of Financial Strategies

This week at Innovate Summit we brought the industry's brightest minds together for two days of powerful insights,...

100 Advisors Are Coming to Louisville. Here’s What They Plan to Learn.

Next week, Stonewood Financial is welcoming over 100 of the nation’s top independent financial advisors to Louisville,...

Making the Most of the Holiday Downtime as a Financial Advisor

The holiday season is a time of celebration, connection, and rest. However, it can also bring a noticeable lull in...

Using Social Media for Lead Generation: Best Practices for LinkedIn & Facebook

Are you finding leads online? Are you building trust with your clients and prospects on the platforms where they’re...

Embracing Innovation in Financial Planning

As we approach a pivotal election, financial advisors must remain vigilant about the legislative risks that could...