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

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Disability Income Insurance

How much Disability Income Insurance do you need?

More Calculators →

Newsletters

Take Advantage of Temporary Tax Laws

A raft of favorable tax provisions are in effect right now, but you better act fast. Most of them are scheduled to expire within the next two years.

Fuel for the Economy

The world has become so dependent on oil that most economies simply could not exist in their present forms without it.

More Reasons to Convert

Thanks to tax law changes, converting traditional IRA assets to a Roth IRA, or rolling over employer-sponsored retirement plans to a Roth, has become more attractive.

In a Category All Its Own

Since exchange-traded funds (ETFs) were first introduced in 1993, interest in them has grown steadily.

More Newsletters →