Providing the Stepping Stone for Your Future
The decisions we make in life all begin with one step. The strength of that first step can be very telling about the path you'll walk in the future. An unsupported or unstable foundation can cause long-term consequences. Think about what would happen if your contractor poured your home's foundation without framing it first. Or if your college opened its doors without first becoming an accredited university. The stepping stones laid beneath each of these ensures the end result has a more stable and satisfactory outcome.
At Stepping Stone Financial, we realize the importance of a strong foundation beneath each financial decision our clients have before them, starting with taking that first step. Financial decisions can have an impact not only on the number of dollars you have, but what you're able to do in life, including where you can go on vacation, if you can invest in real estate, or when you can retire.
The Stepping Stone Financial team starts by creating a personalized plan that manages risk while also putting you in a position to reach your goals. We have over 20 years of experience working with individuals, families and small business owners to build their financial futures one step at a time.
Read more about our firm and our approach to see how we can help put strong, stable stepping stones in place for you as you take steps forward in your financial life.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
For homeowners who think their property taxes are too high, there are ways to appeal.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
A few strategies that may help you prepare for the cost of higher education.
Tips to avoid checking in luggage on your next vacation.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator demonstrates the power of compound interest.
Estimate how much of your Social Security benefit may be considered taxable.
Assess how many days you'll work to pay your federal tax liability.
This questionnaire will help determine your tolerance for investment risk.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
What are your options for investing in emerging markets?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Agent Jane Bond is on the case, cracking the code on bonds.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Here are five facts about Social Security that might surprise you.
Have you found yourself suddenly single? Here are 3 steps to take right now.