Stonewood Financial Blog

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...

The Election is Coming. Here are 3 Resources to Help Your Clients Prepare

We’re now less than two weeks away from the election. Which means… You have two weeks to leverage America's attention...

Four Ways to Evaluate the Election for Your Clients

The election is almost here, and it could have a BIG impact on our clients and their retirement assets. Will the Trump...