StoneWolfe Financial

Creating a "Retirement Plan Of Action" insures money that will last a lifetime!

 Thank you for visiting my website. I speciallize in helping you develop comprehensive strategies that will not only preserve your hard-earned capital, but also meet your income objectives for a safe, secure, and worry-free retirement. Our focus is to get to know your unique circumstances and fully understand your short-term and long-term financial goals. We help you navigate through the treacherous minefield of rules and regulations the Internal Revenue Service has created that could cost you up to 70% of your tax-deferred retirement assets as defined in Publication 590 of the IRS!  Then we provide guidance that will help you attain Peace of Mind so you are confident you will not outlive your nest egg. 
 
On our Web site, you will find constructive information for evaluating your current position and progress toward your financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your present financial strategy. You will also find calculators that will help you assess your current and future needs. These educational materials are updated frequently. Our calendar of events features upcoming workshops that you may wish to attend, and it is systematically updated. Check back and visit us often. You may want to bookmark our site so we are only a mouse click away.
 
If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, you can e-mail me at irahelp4u@gmail.com  or
call me at (314) 922-9107.
 
Cordially,
 
Bonnie s. Griffith
President
 

 

 
Investment Advisory Services offered through Brookstone Capital Management located at 1751 S. Naperville Rd, #208, Wheaton IL 60187 (630.653.1400). StoneWolfe Financial is not an affiliate or subsidiary of Brookstone Capital Management.
                                                                                                                                  
  
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Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Lease Payment

How much would your monthly lease payment be?

More Calculators →

Newsletters

Recapping Market Capitalization

The blurring of lines between large-cap, mid-cap, and small-cap companies is an indication that it may be time to evaluate whether your portfolio holdings have shifted toward or away from your investment objectives.

HOT TOPIC: Social Security and Medicare in Crosshairs

An entitlement crisis has been looming on the horizon for several years. Unfortunately, according to the latest reports from the trustees of the Social Security and Medicare trust funds, a spike in unemployment has helped to hasten the arrival of these programs’ insolvency.

Variables You Can Count On

One way to pursue gains in the stock market while also limiting downside risks is through the use of living benefit guarantees that are offered with some variable annuities (for an additional cost).

Avoid the Timing Trap

Market timing is a risky approach that could have a significant effect on a portfolio’s long-term performance.

More Newsletters →