Welcome to Stoneway Financial, LLC
For more than 20 years, Jim Rees, President of Stoneway Financial, LLC and a branch manager for LPL Financial, has provided his clients with the support they need to identify their goals and develop sound plans for their financial future. He specializes in personal financial planning, investment management, retirement, education funding, tax management strategies, estate planning transition strategies, preservation planning/family financial health and portfolio management to match your investment risk tolerance to your portfolio allocation and investment selection.
Do You Owe The AMT?
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.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Should I Invest In REITs?
Are Real Estate Investment Trusts right for your portfolio?
Five strategies for managing your student debt.
What’s the deal with your yearly free credit report?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
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.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you may need to save for retirement.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There’s an alarming difference between perception and reality for current and future retirees.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
What is your plan for health care during retirement?
Agent Jane Bond is on the case, cracking the code on bonds.
It’s never a bad time to speak with your financial advisor about changes in your situation.
There are three things to consider before dipping into retirement savings to pay for college.