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
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’
If you’ve ever played the Game of Life board game, it becomes clear that compressed into the colorful path there are various stages of life. Each stage holds its own major financial challenges as well as prospective profits in addition to surprises (new baby!) and forks in the road. In the real world game of life, much is the same, but with sound financial planning th
Most people are aware that they can begin collecting their Social Security retirement payout at age 62, and, in doing so, they are informed that they will be collecting a reduced benefit. The hard truth is that the longer you wait to collect benefits, you will most likely collect a higher monthly benefit.
For some a car is simply a means of getting from point A to point B. For others it’s a status symbol. Cars are a hobby, a passion, for some and necessity for others, but whatever the level affinity toward automobiles there comes a time where just about everyone needs to start shopping for a new (or used) one. But, don’t run down to the local dealership just yet.
Happy New Year! As the mark of a new year allows us to focus on new beginnings, it is a great time to reevaluate financial goals and measure the progress that has been made. Whether you fell below or surpassed your expectations, allow yourself to have a fresh perspective and focus your forthcoming efforts on what matters most, the issues that directly