Stonewood Financial Blog

Here Are 5 Ways Taxes Can Rise in Retirement… Are Your Clients Prepared?

In a way, taxes are the final frontier of retirement planning. As an industry, financial advisors have helped U.S....

The New Holistic In Action

Sometimes, 1 + 1 = 3. Not mathematically, of course. But sometimes, when you add things together, the sum is far more...

The Wealth & Longevity Connection

“How long does my money have to last?” Every financial advisor has been asked this question. In fact, it’s one of the...

Get out of debt? Absolutely. Start by reducing your Retirement Tax Bill.

If you’re in the financial services business, it’s impossible to avoid people asking about Dave Ramsey. Dave Ramsey is...

Income taxes ARE estate taxes. And helping savers understand it can grow your practice.

Estate planning is one of 2024’s hottest seminar strategies for financial advisors. You don’t have to take my word for...

The State of our Union is… Still Leading to Higher Taxes

Last week, President Biden delivered his State of the Union Address to Congress and the American people. So this week,...

Is your client in debt to the IRS? If they have an IRA, the answer is “yes.”

If you’ve followed this blog (or ever heard me speak), you undoubtedly know I’m a big fan of message frames. Message...

Legislative Risk and Life Insurance: Are There Red Flags Ahead?

As CJ Cregg, fictional White House Press Secretary on the hit TV show West Wing, once said: “Everybody’s stupid in an...

What Really Makes a Fiduciary? It May Not Be What Lawmakers Think

Here we go again with the DOL and the fiduciary standards talk. As legislation continues to be discussed, let’s take a...

Minimizing Tax Drag: Strategies for Financial Advisors to Boost Client Returns

I believe tax drag is real. I believe tax drag can cause losses in client portfolios. Thus, I believe advisors need to...