Skip to main content

  •  Tel: (570) 836-7020
  •  Toll Free: 1-866-923-1946
  • Client Access
  •  
  •  

  • Home
  • About 
    • Our Practice
    • Our Community
  • Services 
    • Retirement Planning
    • Investment Management
    • Social Security Optimization
    • FAQ
  • Blog
  • Contact
  • Client Access 
    • Stone House Client Access
    • Fidelity
    • TD Ameritrade
    • Request PDF Download

Proactive Planning

for a solid future

    You are here

  1. Home
  2. Personal Finance

Personal Finance

Buy-Sell Agreement: What Does It Mean For Your Business?

Submitted by Stone House Investment Management, LLC on July 10th, 2017

Imagine the following scenario: You run a successful business with your business partner of 20 years.  Your business partner dies unexpectedly.  After the funeral, your deceased partner’s spouse shows up at your office with her two grown children.  They ask for the key to your partner’s office – not to clean it out, but to move in.

Tags:
  • Business Owners
  • Estate Planning
  • Investment Management
  • Personal Finance
  • Read more

Planning for the New Normal Retirement

Submitted by Stone House Investment Management, LLC on June 26th, 2017

The need for retirement planning didn’t really exist until well into the 1970s.  Up to that point, people worked until age 65, spent a few years in leisure through their life expectancy which was about 69.  Many retirees of that era were able to coast into retirement with a cushy pension plan.

Tags:
  • Healthcare
  • Personal Finance
  • Retirement
  • Retirement Planning
  • Read more

Financial Planning for Young Professionals

Submitted by Stone House Investment Management, LLC on June 19th, 2017

You’re twenty-five and feeling alive.  You’re settling into life after college, paying off your debts, and slowly figuring how to 'adult', but with the responsibility of bills, rent, and even keeping up social appearances, prioritizing financial planning is something far too often pushed to the side.

Tags:
  • Family
  • Investment Management
  • Personal Finance
  • Student Debt
  • Read more

Social Security Optimization: Choosing the Right Time to Collect Benefits

Submitted by Stone House Investment Management, LLC on June 5th, 2017

With more than 10,000 Baby Boomers crossing the retirement threshold every day, the Social Security check writing machine has kicked into overdrive.

Tags:
  • Personal Finance
  • Retirement
  • Retirement Planning
  • Social Security
  • Read more

Making Money in Real Estate: Pitfalls to Prepare For

Submitted by Stone House Investment Management, LLC on May 22nd, 2017

Ask anyone and even if they don’t know a thing about investing they’ll say, “Oh, real estate is a great investment!”  Well, it can be if you approach it in a smart way that works for you and your financial situation.

Tags:
  • Investing
  • Investment Management
  • Personal Finance
  • Real Estate
  • Read more

Ups and Downs of Online Banking

Submitted by Stone House Investment Management, LLC on May 15th, 2017

The digital world has transformed professional industries in unique ways that prior to internet access would have been impossible.  Doctors can monitor patients remotely, lawyers can offer counsel online, software can complete your taxes for you, and even financial investments and advertisements can be made without any face-to-face contact.

Tags:
  • Investment Management
  • Online Banking
  • Personal Finance
  • Scam
  • Read more

When Disability Strikes

Submitted by Stone House Investment Management, LLC on May 8th, 2017
Tags:
  • Disability
  • Family
  • Investment Management
  • Personal Finance

Habits of a Savvy Saving Family

Submitted by Stone House Investment Management, LLC on May 1st, 2017

When people warn you that having kids is expensive, they aren't joking.  From diapers to food, not to mention braces and sports activities, the costs can add up quick.

Tags:
  • Family
  • Financial Planning
  • Personal Finance
  • Savings
  • Read more

Affording an A+ Education

Submitted by Stone House Investment Management, LLC on April 24th, 2017

Too wealthy for financial aid and too strapped to pay out of pocket?  Turn to other options.

Tags:
  • College Planning
  • Personal Finance
  • Student Debt
  • Student Loans
  • Read more

Understanding the Money Value of Time

Submitted by Stone House Investment Management, LLC on March 26th, 2017

In the realm of financial planning, time is our most valuable asset.  Regardless of what we do, the clock still turns the same way for all of us.

Tags:
  • Finance
  • Investing
  • Investment Management
  • Personal Finance
  • Read more
  • « first
  • ‹ previous
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • next ›
  • last »

Book a Meeting

Tell a Friend

80 West Tioga Street
Tunkhannock, PA
18657 United States

Disclosures
  •  Tel: (570) 836-7020
  •  Toll Free: 1-866-923-1946
  •  rbrown@stonehousemail.com
  •  
  •  

© 2019 Stone House Investment Management, LLC. All rights reserved.

Website Design For Financial Services Professionals