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...

New Year. New IRMAA Rates. New Concerns for U.S. Savers.

The government sure gets creative when it needs more revenue. And guess where that additional revenue often comes from?...

A New Book Clearly Outlines the Retirement Risks Coming from Washington - And How Savers Can Prepare

For decades, Americans were taught to save for retirement by deferring their taxes. 401(k)s and IRAs became the default...

Is This the Best Legacy Approach to Minimize Taxes?

There’s a good chance your clients have legacy funds just sitting in their IRAs.

Tariffs and Taxes: Lessons from Prohibition (Yes, Prohibition)

If paying taxes drives you to drink, you’re not alone. So it’s interesting to note the driest era in American history...

Why Financial Advisors Should Be Talking About IRMAA With Their Clients

Retirement plans can unravel from the inside, and not always because of market losses or tax hikes. One...

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...