Stonewood Financial Blog

Mitigating Legislative Risk in Retirement: The Critical Role of IRMAA and IRA Strategies

It’s Legislative Risk Awareness Month, and today I want to share one of the clearest examples of Legislative Risk many...

Maximizing Returns: Driving Alpha with Annuities

When you and your clients think about annuities, what comes to mind?

Cracking the Code: How to Optimize Tax-Free Conversions

Advisors who help their clients mitigate tax and legislative risk in retirement naturally spend a lot of time helping...

The New Holistic In Action

Sometimes, 1 + 1 = 3. Not mathematically, of course. But sometimes, when you add things together, the sum is far more...

7 Estate Planning Questions for 2024

In December, I wrote about Estate Planning being the next big topic in Advisor Growth. As the calendar turned to 2024,...

What Really Makes a Fiduciary? It May Not Be What Lawmakers Think

Here we go again with the DOL and the fiduciary standards talk. As legislation continues to be discussed, let’s take a...

Are Your Seminars and Workshops Evolving?

When it comes to group marketing, successful advisors are always evolving one of two things: either the content they’re...

Minimizing Tax Drag: Strategies for Financial Advisors to Boost Client Returns

I believe tax drag is real. I believe tax drag can cause losses in client portfolios. Thus, I believe advisors need to...

Using FIAs to Drive Alpha. (Yes, you read that right: ALPHA)

At some point, most of us have run a client’s annuity illustration and thought: I wonder what the capital markets would...

The Hidden Tax Impact: Strategies for Financial Advisors to Save Client Wealth

The world of financial advice is filled with different business models. But whether you’re a fee-only advisor, a...