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.

An Actuary’s Take: COVID-19’s Economic Impact

It doesn’t take an actuary to know today’s market is in a volatile tumble. The social distancing protocol of the...