Recent Articles
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...
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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,...