Stonewood Financial Blog

Will the 2024 Election Impact Your Clients (and their Retirement)? The Answer is Yes… And No.

When it comes to your clients and their retirement: Does it matter who wins November’s election? The answer is yes… and...

Are Your Seminars and Workshops Evolving?

When it comes to group marketing, successful advisors are always evolving one of two things: either the content they’re...

A Magic Ball on Taxes?

Where are taxes headed - and how will it impact American savers? That’s a question that should be on every financial...

Tax & Legislative Risk: What's the Difference?

Tax Risk. Legislative Risk. What the heck is the difference? As things stay hot in Washington, I’m getting asked this...

RTB In Action: $15M in New Business

Have you signed up for Stonewood's new Retirement Tax Bill program? Advisors like you are using it to prospect and...

10 Smart Ways to Put RTB to Work

Remember David Letterman's Top 10 Lists? Today's blog post is a throwback to the glory days of the Late Show. We're...

RTB In Action: Success Stories from our Advisors

One of the most gratifying parts of my job is hearing from advisors who are hitting it out of the ballpark with...

It's here! Transform your practice with RTB.

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

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...