Stonewood Financial Blog

Why Financial Advisors Should Be Talking About IRMAA With Their Clients

Retirement plans can unravel from the inside, and not always because of market losses or tax hikes. One...

Breaking Down Break-Even: The Real Cost of Roth Conversions

Roth conversions are a great way for savers to protect themselves against the risk of rising taxes. In fact, the...

Wrapping Up Annuity Awareness Month with Three Key Insights

June brings sunshine, heat, vacations, and celebrating the end of school and the beginning of summer (feel free to...

Marketing & Markets: Insights from our Partners at Virtual Innovate

This week, nearly 600 independent financial advisors joined Stonewood for our Virtual Innovate Summit conference.

Racing Toward Retirement: Picking the Right Financial Thoroughbreds

On the eve of the first Saturday in May, all eyes turn to Churchill Downs for "The Most Exciting Two Minutes in...

Why Advisors Are Blocking Off Part of Their Calendars in June

As every successful advisor knows, today’s retirement planning landscape is changing - fast.

Beyond the Roth: Converting Legacy Funds

If you’ve followed our newsletter for a while, you know I write often about Roth Conversions. Advisors always want to...