Stonewood Financial Blog

3 Advisor Tools for Our First Post-OBBBA Tax Season

It’s official: The IRS has opened the 2026 Tax Filing Season. Between now and April 15, nearly 164 million people will...

Taxes on Social Security Benefits? Gone. (For a Little Bit. In a Round-About Way.)

As our nation celebrated its independence this Fourth of July, President Trump signed the One Big Beautiful Bill into...

The Big Beautiful Bill is Law. Here’s How Your Clients Can Take Advantage.

The National Mall wasn’t the only place to see fireworks in Washington this Fourth of July. Over at the White House,...

Top 3 Take-Aways from NAIFA’s Congressional Conference

Hundreds of advisors took to Capitol Hill this week as part of NAIFA’s annual Congressional Conference.

Decisions in Washington are Impacting Your Clients. Here’s Your Chance to Learn More.

Leadership in Washington has been busy debating bills and policies that could significantly impact U.S. savers. So,...

The Election is Coming. Here are 3 Resources to Help Your Clients Prepare

We’re now less than two weeks away from the election. Which means… You have two weeks to leverage America's attention...

Four Ways to Evaluate the Election for Your Clients

The election is almost here, and it could have a BIG impact on our clients and their retirement assets. Will the Trump...