Stonewood Financial Blog

It's here! Transform your practice with RTB.

You asked, and we answered. For several years, advisors like you have been asking us to create a lead-generation tool...

Taxes are going up. Now what?

Every news item out of Washington seems to include details of a new or expanded tax. And generally, American savers...

What Our Authors Love Most About "The New Holistic Retirement"

We've had an incredible response to our newest book - from advisors and clients alike. So why did we write it? And what...

Your Client’s Hidden Debt

I’m sure you run across clients who are true followers of Dave Ramsey. These clients are committed to getting debt-free...

How The New Tax Law Can Transform your Practice

In December, Congress passed a bill that could transform your practice in 2018 and beyond. I’m talking, of course,...

The (Surprisingly) Low-Cost IUL Policy

We bet it’s the most common objection you hear: IUL is an expensive way to save. You’ll hear it from prospects who did...

The Truth About Advisor Compensation

We all agree financial professionals should get paid for their work. But our industry is torn over how we get paid....