Recent Articles
It’s that time of year when everyone seems to be on vacation. Spring break is here, and families are headed to the...
Leadership in Washington has been busy debating bills and policies that could significantly impact U.S. savers. So,...
As the seasons change and spring approaches, many people take the opportunity to deep clean their homes, declutter...
Many advisors are working with clients to consider Roth Conversions. And usually, the main driver of those discussions...
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Is there a "right" way to approach Roth conversions? Here at Stonewood, the answer is “yes” - and we’ve developed the...
This week at Innovate Summit we brought the industry's brightest minds together for two days of powerful insights,...
Next week, Stonewood Financial is welcoming over 100 of the nation’s top independent financial advisors to Louisville,...
If your clients are like most American savers, they’ve used tax-deferred accounts to save for retirement. And if...
Roth conversions are gaining in popularity, and with the debate over extending the Tax Cuts & Jobs Act in full swing in...