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.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
U.S. Personal Savings Rate
What can be learned from the savings rate?
It's important to understand the pros and cons when considering a prepaid debit card.
How to help determine life insurance needs to provide for your family after you pass away.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Even if you’re young and single, you should still consider protecting yourself.
A four-step framework for building a personal legacy.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Assess how many days you'll work to pay your federal tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
What are your options for investing in emerging markets?
Why are 401(k) plans, annuities, and IRAs so popular?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Investors seeking world investments can choose between global and international funds. What's the difference?