Stonewood Financial

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Taxes

New Holistic

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 do each of us authors love most about the book?

Watch to find out - then request a complimentary copy of The New Holistic Retirement and start sharing today's most powerful saving story with your clients. (You can learn more about the book benefits that come with Stonewood Membership here.)

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The Great American Savings Myth

Nearly all Americans believe a myth.

Every time savers look at their IRAs, they take part in the Great American Savings Myth: They believe that money is theirs.

It’s an easy myth to accept. When you look at your IRA statement, it says you have a balance of $500,000. And you start thinking of ways you can spend that $500,000: how much income you can generate, what trips you might want to finance.

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