Recent Articles
June is National Annuity Awareness Month, which makes it the perfect time for advisors to revisit one of the most...
Practice Transformation,
Tax Risk,
Marketing,
Financial Advisor Marketing Tools,
Advisor Training,
Innovate,
Roth Done Right,
Legacy Done Right
Summer has a way of tricking all of us. The weather gets warmer, calendars shift, clients travel, and suddenly it...
Every year in Stonewood Financial’s hometown of Louisville, the Kentucky Derby gives us hats, horses, mint juleps, and...
Books are a great marketing tool for retirement advisors.
What are the top tax and income strategies for 2026? How will OBBBA, the Midterm Elections, and our changing economy...
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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...
It’s no secret that the retirement planning landscape has changed dramatically. Just a generation ago, savers could...
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Today’s retirement landscape is fundamentally different from what most of us took for granted just one generation ago....
Are Roth Conversions a good idea in today’s tax and market environment?