We are dedicated to providing clients like you the information you need to progress towards your long-term goals. Take a look at the latest perspectives from our practice.
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Navigating your Employee Stock Ownership Plan (ESOP)

An Employee Stock Ownership Plan (ESOP) offers employees the opportunity to own a stake in their company.

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Year End Financial Checklist

Year-end planning can help with financial preparations for 2025.

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The Impact of Giving

Charitable giving can play a role in fulfillment and financial planning, offering ways to connect your resources with the causes you care about.

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401(k) vs. IRA: Which is Right for You?

A 401(k) and an IRA are two common, tax-advantaged ways to save for retirement, each with different features and eligibility requirements.

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Understanding Substantially Equal Periodic Payments (SEPP)

A strategy that may be helpful for those looking to retire before the age of 59 1/2 is the Substantially Equal Periodic Payment (SEPP) plan.

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Understanding Your Retirement Options: Questions to Ask

It’s helpful to understand the options available when planning for retirement to help you feel more confident in your choices.

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Protecting Your Wealth: How to Safeguard Against Fraud

Protect yourself from financial, medical, and online fraud with tips on monitoring accounts, securing passwords, and avoiding suspicious offers.

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Navigating Market Volatility: Strategies for Stability

At StackStone Wealth, our team is dedicated to helping you navigate market volatility with more confidence.

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Pumpkin Spice and Financial Advice

Pumpkin spice and financial advice remind us to savor life's pleasures by planning wisely.

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The Importance of a Financial Plan

The guidance of a financial advisor can be instrumental in navigating the path to financial success.

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Managing Finances after Loss

After the loss of a loved one, addressing financial matters with care can provide more peace of mind.

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Understanding 401(k) Plans: Your Path to Retirement

It is helpful to regularly review your 401(k) to be sure it aligns with your retirement goals.

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Divorce and Finances: How a Financial Advisor Might Help

Our team can assist with financial planning before, during, and after a divorce. Connect with us for guidance.

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Navigating Wealth: Guidance from a Financial Advisor

By focusing on customized financial and estate planning strategies, and leveraging technology, our team can help provide balance.

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Retirement Planning: Visualizing Your Endless Summer

Do you see yourself traveling the world, exploring new hobbies, spending time with family, or relocating to a warmer climate?

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Estate Planning: Securing Your Legacy

Estate planning can be helpful step in managing your financial future.

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StackStone Wealth Shred Event and Document Safety Tips

Do you have old bills, receipts, or other important documents cluttering up your home that you’d like to get rid of?

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College Planning: Saving for Your Child’s Future

If paying for education is among your financial goals, our team at StackStoneWealth is here to help.

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Gardening and Growing Wealth: Lessons from Nature

Have you ever wondered if your garden could teach you a thing or two about managing your finances?

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Navigating Job Loss or Transition

Whatever the reason for switching jobs, having a plan and professional guidance can help make a difference.

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How Extended Life Spans Impact Retirement Planning

Longer life spans suggest that financial resources may need to stretch further.

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Love and Money: Navigating Finances as a Couple

Combining love and money in a relationship includes balance, understanding, and teamwork.

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Social Security and Retirement Planning

Exploring what you should know for 2024: A guide to benefits, eligibility, and retirement planning.

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Setting Financial Resolutions

We believe the new year is an opportune time for setting goals, particularly when it comes to financial health.

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StackStone Wealth - The Story Behind Our Name

Our story is woven into our name—StackStone—a symbol of strength, stability, and the craft of building financial structures, stone by stone.

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