Stonewood Financial Blog

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...

Embracing Innovation in Financial Planning

As we approach a pivotal election, financial advisors must remain vigilant about the legislative risks that could...

Why September is the Perfect Month to Address the Risk from Washington

September brings autumn temperatures, back-to-school vibes, and the return of the pumpkin spice latte. But September...

Mitigating Legislative Risk in Retirement: The Critical Role of IRMAA and IRA Strategies

It’s Legislative Risk Awareness Month, and today I want to share one of the clearest examples of Legislative Risk many...

The Budget Outlook is Worse Than We Thought. What Does it Mean for U.S. Savers?

Believe it or not, our government is fairly transparent when it comes to its own spending - and the impact it could...

The Election and Your Clients: Two Risks to Watch

Unless you’ve been living in a cave, you know there’s a big election coming this November. (And even if you’ve been...

Dispatches from Washington: Advocating for U.S. Savers

Good financial advisors spend a good deal of their time helping clients understand - and address - the risks coming...