Stonewood Financial Blog
Recent Articles
- Laura Deignan
- May 30, 2025
Some training events just fill in the gaps. Others shift your entire approach.
- Becky Swansburg
- May 23, 2025
Hundreds of advisors took to Capitol Hill this week as part of NAIFA’s annual Congressional Conference.
Practice Transformation,
Retirement Tax Bill,
Financial Advisor Marketing Tools,
Advisor Training,
Annuity Alpha,
Roth Done Right
- Tyler Randall
- May 16, 2025
What makes a client take action? It’s not just trust—it’s trust based on understanding.
- Matthew Sieja
- May 2, 2025
On the eve of the first Saturday in May, all eyes turn to Churchill Downs for "The Most Exciting Two Minutes in...
- Becky Swansburg
- April 25, 2025
As every successful advisor knows, today’s retirement planning landscape is changing - fast.
- Neil Wilding
- April 18, 2025
If you’ve followed our newsletter for a while, you know I write often about Roth Conversions. Advisors always want to...
- Laura Deignan
- April 11, 2025
Today’s savers face numerous risks as they prepare for a successful retirement - from tax and legislative risk to...
- Becky Swansburg
- April 4, 2025
It’s that time of year when everyone seems to be on vacation. Spring break is here, and families are headed to the...
- Laura Deignan
- March 21, 2025
As the seasons change and spring approaches, many people take the opportunity to deep clean their homes, declutter...
- Neil Wilding
- March 14, 2025
Many advisors are working with clients to consider Roth Conversions. And usually, the main driver of those discussions...
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