Recent Articles
On the eve of the first Saturday in May, all eyes turn to Churchill Downs for "The Most Exciting Two Minutes in...
As every successful advisor knows, today’s retirement planning landscape is changing - fast.
If you’ve followed our newsletter for a while, you know I write often about Roth Conversions. Advisors always want to...
Many advisors are working with clients to consider Roth Conversions. And usually, the main driver of those discussions...
Is there a "right" way to approach Roth conversions? Here at Stonewood, the answer is “yes” - and we’ve developed the...
This week at Innovate Summit we brought the industry's brightest minds together for two days of powerful insights,...
Next week, Stonewood Financial is welcoming over 100 of the nation’s top independent financial advisors to Louisville,...
If your clients are like most American savers, they’ve used tax-deferred accounts to save for retirement. And if...
Roth conversions are gaining in popularity, and with the debate over extending the Tax Cuts & Jobs Act in full swing in...
With President Trump’s inauguration this week, all eyes are on Washington to see what policies and priorities the new...