Stonewood Financial Blog

The Nation’s Fiscal Outlook Just Got Worse. That’s Bad News for Your Client’s Retirement.

Reading over the Congressional Budget Office (CBO) report on FY2023 revenue and spending, I couldn’t help but think of...

The Growing Need for Savers to Understand “Legislative Risk”

As financial professionals, we work hard to limit our clients’ exposure to risk in retirement.

How The New Tax Law Can Transform your Practice

In December, Congress passed a bill that could transform your practice in 2018 and beyond. I’m talking, of course,...