Stonewood Financial Blog

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...

The Big Beautiful Bill is Law. Here’s How Your Clients Can Take Advantage.

The National Mall wasn’t the only place to see fireworks in Washington this Fourth of July. Over at the White House,...

The Risk You Can’t See: Helping Boomers Build a No-Compromise Retirement

Today’s retirement landscape is fundamentally different from what most of us took for granted just one generation ago....

Top 3 Take-Aways from NAIFA’s Congressional Conference

Hundreds of advisors took to Capitol Hill this week as part of NAIFA’s annual Congressional Conference.

Decisions in Washington are Impacting Your Clients. Here’s Your Chance to Learn More.

Leadership in Washington has been busy debating bills and policies that could significantly impact U.S. savers. So,...

Will the Trump Tax Cuts Get Extended? Here’s What to Watch (and How to Help Your Clients)

With President Trump’s inauguration this week, all eyes are on Washington to see what policies and priorities the new...

IRMAA Hikes Are Here. Help Your Clients Prepare.

IRMAA is suddenly the “it” topic for advisor seminars, webinars, and more. For the uninitiated, IRMAA, or the...