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.
The market is as unpredictable as the weather. We’d love to help you prepare.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
How Income Taxes Work
A quick look at how federal income taxes work.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Ascertaining the value of your business is important for a variety of reasons.
In the face of divorce, making changes to insurance coverage may be overlooked.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your capital gains tax.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Do you know these three personal finance sayings?
Smart investors take the time to separate emotion from fact.
A special needs trust helps care for a special needs child when you’re gone.
Agent Jane Bond is on the case, cracking the code on bonds.
You’ve made investments your whole life. Work with us to help make the most of them.