Stonewood Financial Blog
Recent Articles
- Becky Swansburg
- January 10, 2025
IRMAA is suddenly the “it” topic for advisor seminars, webinars, and more. For the uninitiated, IRMAA, or the...
- Martin Ruby
- January 3, 2025
When I founded Stonewood Financial over 20 years ago, I had no idea the industry force it would become. At the time, we...
- Neil Wilding
- November 15, 2024
Is a Roth Conversion really worth it? It's a question I encounter almost daily—whether on the internet, on YouTube, in...
- Laura Deignan
- September 20, 2024
As we approach a pivotal election, financial advisors must remain vigilant about the legislative risks that could...
- Neil Wilding
- September 6, 2024
It’s Legislative Risk Awareness Month, and today I want to share one of the clearest examples of Legislative Risk many...
- Laura Deignan
- August 23, 2024
In an era where digital transformation is not just a trend but a necessity, financial advisors find themselves at a...
- Becky Swansburg
- August 16, 2024
Pop Quiz: What’s a big risk of retirement that doesn’t matter much while you’re saving… but can matter a LOT once...
- Neil Wilding
- July 19, 2024
Advisors who help their clients mitigate tax and legislative risk in retirement naturally spend a lot of time helping...
- Becky Swansburg
- June 14, 2024
In a way, taxes are the final frontier of retirement planning. As an industry, financial advisors have helped U.S....
- Laura Deignan
- June 7, 2024
As Elliot Masie said, "We need to bring learning to people instead of people to learning." That's exactly what we did...
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