Blog | Stonestreet Financial, Inc.

A calculator and a pen on top of a graph

Brian McGivern | Feb 13, 2023

5 Year-End Tax Planning Opportunities

Tax Planning

If you’re looking to lower your tax liability before the deadline, here are some options to consider.

Stonestreet Financial, Inc. | Oct 1, 2022

Is It Always Better to Purchase a Home?

Real Estate

Property

Estate Planning

Lifestyle

While homeownership is a goal for many, there are a few things to consider before looking to buy.

Stonestreet Financial, Inc. | Sep 1, 2022

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Finance

Savings

Your thirties are a great time to start working on some larger financial goals. Here are some ideas.

Stonestreet Financial, Inc. | Aug 1, 2022

Financial Planning Basics: Creating and Maintaining a Budget

Finance

Savings

Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.

Stonestreet Financial, Inc. | Jul 1, 2022

Asset Allocation and Risk Allocation

Investments

Risk Management

While not guaranteed, a well-balanced portfolio may be better at handling market risk.

Stonestreet Financial, Inc. | Jun 1, 2022

What to Do With with a Sudden Windfall

Finance

Lifestyle

It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.