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Financial Articles

Below please find a library of articles that Stone Wealth Management has written and featured in our newsletters. We hope you find these relevant to your financial planning efforts. If you'd like to learn more, please contact us today.


Choosing an Executor for Your Estate

Here’s an uncomfortable truth you need to accept: Someday—hopefully in the very distant future—you are going to die. The good news: You can make that moment easier on your heirs by taking a few simple steps. One of the best ways, financially, to prepare now for that time is to choose a person to be the executor of your estate. Unfortunately, that also can be one of the more overlooked aspects of estate planning—which can spell trouble for your family and your wealth.

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Charitable Giving, the Tax-Wise Way

Americans—especially the affluent—are some of the most charitable people in the world.[1] Chances are, you use some of your wealth to support favorite causes or organizations that are important to you. But those contributions may not be having as big an impact as they could—and it’s possible you’re missing out on some valuable charitable tax benefits that could help both you and your favorite charities. Here’s how to size up the effectiveness of your giving—along with some strategies that could potentially put some real power behind your philanthropy.

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How to Take Advantage of Low Interest Rates

Mortgage rates have been a popular discussion topic in our financial planning conversations lately. Historically low interest rates are a benefit to people currently seeking a mortgage or refinancing. Although many have already taken advantage of this interest rate environment, millions of homeowners could still benefit from refinancing. If you haven't already considered it, we want to draw your attention to this opportunity to reevaluate your current interest rate or consider purchasing a home.

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