Your golden years are approaching faster than you think. Have you thought about how you want to spend your days ahead? At Stone House, we have helped our clients accomplish the ultimate celebration of their working years, a retirement bucket list! From globe-trotting and experiencing new cultures, to downsizing and enjoying relaxed days surrounded by
We are very excited to announce the addition of our newest member to our Stone House team, Todd Shelton. With a focus on retirement planning for Procter and Gamble employees, Todd will be working with clients right in his hometown community as an Investment Advisor Representative. We are happy to share Todd&rsq
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
submitted by Robert J. Brown
October is National Financial Planning Month. This fall, take some time to evaluate whether you are prepared for your financial future. While you may be unable to control what life throws your way, you can control whom you have on your side to help navigate your way through. The following is a message from Stone House Investment Management, LLC Director of Financial Planning/Senior Advisor/Partner, Robert J. Brown.