Stonewood Financial Blog

IRMAA Hikes Are Here. Help Your Clients Prepare.

IRMAA is suddenly the “it” topic for advisor seminars, webinars, and more. For the uninitiated, IRMAA, or the...

Here’s the Recipe for Making 2025 Your Practice’s Best Year Ever.

When I founded Stonewood Financial over 20 years ago, I had no idea the industry force it would become. At the time, we...

Is A Roth Conversion Really Worth It?

Is a Roth Conversion really worth it? It's a question I encounter almost daily—whether on the internet, on YouTube, in...

Embracing Innovation in Financial Planning

As we approach a pivotal election, financial advisors must remain vigilant about the legislative risks that could...

Mitigating Legislative Risk in Retirement: The Critical Role of IRMAA and IRA Strategies

It’s Legislative Risk Awareness Month, and today I want to share one of the clearest examples of Legislative Risk many...

Navigating the Digital Frontier: A Modern Financial Advisor’s Guide to Thriving Online

In an era where digital transformation is not just a trend but a necessity, financial advisors find themselves at a...

A Hidden Risk Comes to Light: Preparing Your Clients for Sequence of Returns Risk

Pop Quiz: What’s a big risk of retirement that doesn’t matter much while you’re saving… but can matter a LOT once...

Cracking the Code: How to Optimize Tax-Free Conversions

Advisors who help their clients mitigate tax and legislative risk in retirement naturally spend a lot of time helping...

Here Are 5 Ways Taxes Can Rise in Retirement… Are Your Clients Prepared?

In a way, taxes are the final frontier of retirement planning. As an industry, financial advisors have helped U.S....

Innovate Virtual Summit: What’s Helping Advisors Grow in 2024

As Elliot Masie said, "We need to bring learning to people instead of people to learning." That's exactly what we did...