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.
Building Your Legacy
A four-step framework for building a personal legacy.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Putting a Price Tag On Your Health
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Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Gaining a better understanding of municipal bonds makes more sense than ever.
A few strategies that may help you prepare for the cost of higher education.
Protect yourself against the damage that your homeowners policy doesn’t cover.
A quick look at how federal income taxes work.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator demonstrates the power of compound interest.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Enter various payment options and determine how long it may take to pay off a credit card.
Determine your potential long-term care needs and how long your current assets might last.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Make your retirement as exciting as your next vacation.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
It's easy to let investments accumulate like old receipts in a junk drawer.
How do the markets usually react to elections? Was the 2016 election any different?