Stonewood Financial | The Road Less Taxed

Recent Articles

Advisor Advice, Legislative Risk, Tax Risk, The Road Less Taxed

The Midterm Elections are coming. Are your clients prepared?

Practice Transformation, Marketing, Lead Generation Tips, Messaging, The Road Less Taxed

Every year in Stonewood Financial’s hometown of Louisville, the Kentucky Derby gives us hats, horses, mint juleps, and...

Practice Transformation, New Holistic, Marketing, Messaging, The Road Less Taxed

Books are a great marketing tool for retirement advisors.

Advisor Advice, Legislative Risk, Tax Risk, The Road Less Taxed

Advisors are always looking for ways to attract prospects, build trust, and deepen relationships. One of the best...

Practice Transformation, Legislative Risk, Tax Risk, Marketing, Messaging, The Road Less Taxed

What a rush!

Legislative Risk, Marketing, Financial Advisor Marketing Tools, The Road Less Taxed

For decades, Americans were taught to save for retirement by deferring their taxes. 401(k)s and IRAs became the default...