Recent Articles
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...
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...
With President Trump’s inauguration this week, all eyes are on Washington to see what policies and priorities the new...
IRMAA is suddenly the “it” topic for advisor seminars, webinars, and more. For the uninitiated, IRMAA, or the...
I know how many marketing emails and postcards we receive here at Stonewood Financial from other companies advertising...