Stonewood Financial Blog
Recent Articles
- Becky Swansburg
- April 12, 2024
Reading over the Congressional Budget Office (CBO) report on FY2023 revenue and spending, I couldn’t help but think of...
- Becky Swansburg
- January 26, 2024
When it comes to your clients and their retirement: Does it matter who wins November’s election? The answer is yes… and...
- Neil Wilding
- December 15, 2023
When it comes to group marketing, successful advisors are always evolving one of two things: either the content they’re...
- Becky Swansburg
- December 7, 2023
Where are taxes headed - and how will it impact American savers? That’s a question that should be on every financial...
- Becky Swansburg
- July 26, 2023
Tax Risk. Legislative Risk. What the heck is the difference? As things stay hot in Washington, I’m getting asked this...
- Neil Wilding
- October 3, 2022
Have you signed up for Stonewood's new Retirement Tax Bill program? Advisors like you are using it to prospect and...
- Becky Swansburg
- July 28, 2022
Remember David Letterman's Top 10 Lists? Today's blog post is a throwback to the glory days of the Late Show. We're...
- Neil Wilding
- June 28, 2022
One of the most gratifying parts of my job is hearing from advisors who are hitting it out of the ballpark with...
- Neil Wilding
- April 22, 2022
You asked, we answered. For several years, advisors like you have been asking us to create a lead generation tool built...
- Neil Wilding
- October 26, 2021
Every news item out of Washington seems to include details of a new or expanded tax. And generally, American savers...
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