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.
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?
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
For some, the social impact of investing is just as important as the return, perhaps more important.
Learn when it may not make sense to file a claim on your home insurance.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
How to help determine life insurance needs to provide for your family after you pass away.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Estimate how much you have the potential to earn during your working years.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps estimate your federal estate tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator shows how inflation over the years has impacted purchasing power.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
How do the markets usually react to elections? Was the 2016 election any different?
Do you have causes that you want to support with donations? Here are three tips.
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.
Have you found yourself suddenly single? Here are 3 steps to take right now.