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June brings sunshine, heat, vacations, and celebrating the end of school and the beginning of summer (feel free to...
Practice Transformation,
Retirement Tax Bill,
Financial Advisor Marketing Tools,
Advisor Training,
Annuity Alpha,
Roth Done Right
What makes a client take action? It’s not just trust—it’s trust based on understanding.
Leadership in Washington has been busy debating bills and policies that could significantly impact U.S. savers. So,...
Many advisors are working with clients to consider Roth Conversions. And usually, the main driver of those discussions...
Is there a "right" way to approach Roth conversions? Here at Stonewood, the answer is “yes” - and we’ve developed the...
“An investment in knowledge pays the best interest.” – Benjamin Franklin In retirement income planning, continuous...
When you and your clients think about annuities, what comes to mind?
On Saturday, two dozen 3-year-old thoroughbreds will trot to the starting gate for the 150th running of the Kentucky...
“How long does my money have to last?” Every financial advisor has been asked this question. In fact, it’s one of the...
In December, I wrote about Estate Planning being the next big topic in Advisor Growth. As the calendar turned to 2024,...