As financial advisors, we are continually seeking ways to keep information safe online. As identity theft and fraud are becoming increasingly more common, we all have to be more diligent to protect our identities and assets. A recent experience that impacted one of our clients illustrates a real-world example of identity theft and how we were able to protect our client from the scam
With rates as low and competitive as they have ever been, it’s as close to a “buyers” market in life insurance as we’ll get. Still, in these cash-strapped times, curbing all costs and expenses is a priority for most people, and buying life insurance is no different. While the cost of life insurance is predicated upon several factors over which we have little
Age 30 is a divergent time in most of our lives. To the young, it’s the time when you’re thrust into full-blown adulthood, whether you’re ready or not. To the young at heart, 30 may be considered the early years before your true confidence shines, in your career, in your relationships, or even in yourself. Either way, your 30s are an incredible age when you&r
We are ready to make 2018 the best year yet for our clients!
As our specialty is helping others plan their financial futures, we strive to offer our clients one-on-one support so they can navigate their financial plan with ease. Our client process truly is a collaboration that begins amongst our own team.
Maintaining a monthly budget isn't as simple as it may seem for the average family. Day to day expenses, bills, a mortgage payment, insurances, education costs, and saving for retirement can make or break a budget. So in these times, it’s important to take some relatively easy steps to stretch your budget.
When you change jobs, everything you need to take with you can usually be packed neatly into a couple boxes for your move, everything except your employer-sponsored retirement plan. Of course, you will likely enroll in your new employer’s retirement plan, but the decision as to what to do with your existing 401k plan may not be all that clear. As with anyone who leave
With the holiday season looming, it’s not too soon to do your year-end tax planning. One of the consequences of achieving financial success is that, what was once a relatively straightforward tax return increasingly becomes more involved as more tax issues come into the picture. You may have more things to track, forms to file, and you also may also experience bracket creep wh
It's that time of year again. The holidays are nearly in full gear; the preparations are underway with candles lit, lights strung, and carols sung when the financial stress begins to peek behind the corners of brown paper packages tied up with string. Everything’s shiny and cozy, yet you can’t extinguish that tiny feeling that you may go way over budget thi
Regardless of profession, there is no way to know when a disability will strike. To mitigate the risk of jeopardizing your financial future, our Stone House team has compiled the top tips for professionals and executives to assist in disability income protection. It’s not enough just to buy a policy; you need to know that it will pay the benefits you expect when it’