Stonewood Financial Blog

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...

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,...

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...

The State of our Union is… Still Leading to Higher Taxes

Last week, President Biden delivered his State of the Union Address to Congress and the American people. So this week,...

Peak Practice Transformation

Here at Stonewood Financial, our goal is to help advisors have the best year ever in their practices. And last week,...

Dispatches from the Innovate Summit

100 advisors walk into a hotel ballroom. No, it’s not the start of a joke. It’s the start of Stonewood Financial’s...

Keep It Simple for Better Client Conversion

In my experience, football coaches seem to have the funniest and most memorable sayings that never leave your brain. I...

Is your client in debt to the IRS? If they have an IRA, the answer is “yes.”

If you’ve followed this blog (or ever heard me speak), you undoubtedly know I’m a big fan of message frames. Message...