Stonewood Financial Blog

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...

Does Your Lead Gen Take a Spring Break?

It’s that time of year when everyone seems to be on vacation. Spring break is here, and families are headed to the...

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,...

Is Your Roth Conversion Analysis Incomplete? Make Sure You’re Analyzing These 3 Factors for Your Clients

If your clients are like most American savers, they’ve used tax-deferred accounts to save for retirement. And if...

Top 3 Roth Conversion Myths - And How to Dispel Them

Roth conversions are gaining in popularity, and with the debate over extending the Tax Cuts & Jobs Act in full swing in...

Will the Trump Tax Cuts Get Extended? Here’s What to Watch (and How to Help Your Clients)

With President Trump’s inauguration this week, all eyes are on Washington to see what policies and priorities the new...