StoneWolfe Financial Inc

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 BS IAR
President & Founder
 
 

 

 
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.
Glen Carbon-Edwardsville-Highland-Ofallon IL & St Louis MO
                                                                                                                                  
  
 Member
 

 
Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Lease Payment

How much would your monthly lease payment be?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

More Calculators →

Newsletters

Separate Your Business from Your Portfolio

Allocating too much of your investment capital to one company — even your own — is a risky proposition.

Most Recoveries Are Announced Months After They Begin

Because it can take so long for the National Bureau of Economic Research to determine when a recession began or ended, people who delay financial decisions until they are certain a recession is over are at a disadvantage because they may be operating on old information.

Higher Education Pays, But So Will You

It’s likely that admission to the nation’s top colleges and universities will remain competitive, but adequate college savings can help ensure that a student’s opportunity to attend his or her school of choice is not compromised by the lack of resources.

Defend Your Retirement from Inflation

Over long periods, inflation can pose a significant threat to quality of life for retirees, primarily because it reduces the purchasing power of their retirement incomes.

More Newsletters →