Recent Articles
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...
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“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,...
It’s January. Marketing plans are being implemented. Seminars are being scheduled. Social media posts are being...
Here at Stonewood, our passion is helping growth-minded advisors have their best year ever. So as we wind down 2023,...
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The AI revolution may still be a ways off, but today’s initial crop of artificial intelligence tools can give financial...