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.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Couples may be able to head off many of the problems in a marriage that money can cause.
For many, retirement includes contributing their time and talents to an organization in need.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Can you keep up with your children’s mobile slang?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator demonstrates the power of compound interest.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much you have the potential to earn during your working years.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
What does your home really cost?
There are three things to consider before dipping into retirement savings to pay for college.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Do you know these three personal finance sayings?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.