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.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
A change in your mindset during retirement may drive changes to your portfolio.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Tax preparation may be the perfect time to give the household budget a check-up.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Five strategies for managing your student debt.
Assess how many days you'll work to pay your federal tax liability.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps estimate your federal estate tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are three things to consider before dipping into retirement savings to pay for college.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Here is a quick history of the Federal Reserve and an overview of what it does.
It’s never a bad time to speak with your financial advisor about changes in your situation.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.