Stonewood Financial Blog
Recent Articles
- Laura Deignan
- April 11, 2025
Today’s savers face numerous risks as they prepare for a successful retirement - from tax and legislative risk to...
- Becky Swansburg
- April 4, 2025
It’s that time of year when everyone seems to be on vacation. Spring break is here, and families are headed to the...
- Laura Deignan
- March 28, 2025
Leadership in Washington has been busy debating bills and policies that could significantly impact U.S. savers. So,...
- Laura Deignan
- March 21, 2025
As the seasons change and spring approaches, many people take the opportunity to deep clean their homes, declutter...
- Becky Swansburg
- March 7, 2025
I love government reports.
- Laura Deignan
- February 21, 2025
This week at Innovate Summit we brought the industry's brightest minds together for two days of powerful insights,...
- Laura Deignan
- February 14, 2025
Next week, Stonewood Financial is welcoming over 100 of the nation’s top independent financial advisors to Louisville,...
- Becky Swansburg
- February 7, 2025
If your clients are like most American savers, they’ve used tax-deferred accounts to save for retirement. And if...
- Neil Wilding
- January 31, 2025
Roth conversions are gaining in popularity, and with the debate over extending the Tax Cuts & Jobs Act in full swing in...
- Becky Swansburg
- January 24, 2025
With President Trump’s inauguration this week, all eyes are on Washington to see what policies and priorities the new...
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