Recent Articles
If you’ve followed our newsletter for a while, you know I write often about Roth Conversions. Advisors always want to...
Today’s savers face numerous risks as they prepare for a successful retirement - from tax and legislative risk to...
It’s that time of year when everyone seems to be on vacation. Spring break is here, and families are headed to the...
As the seasons change and spring approaches, many people take the opportunity to deep clean their homes, declutter...
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,...
With President Trump’s inauguration this week, all eyes are on Washington to see what policies and priorities the new...
IRMAA is suddenly the “it” topic for advisor seminars, webinars, and more. For the uninitiated, IRMAA, or the...