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.
With tax season here, it’s the perfect time to turn Roth strategies into new client revenue.
It’s official: The IRS has opened the 2026 Tax Filing Season. Between now and April 15, nearly 164 million people will...
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Now more than ever, Roth conversions deserve to be a cornerstone of tax-efficient retirement planning. With everything...
Practice Transformation,
Financial Advisor Marketing Tools,
Advisor Training,
Annuity Alpha,
Roth Done Right
Even as the summer sunshine fades, one strategy keeps its glow: Showing clients the value of an income annuity.
June brings sunshine, heat, vacations, and celebrating the end of school and the beginning of summer (feel free to...