Stone Financial Group
John G. Stone, Jr.
CEO/Financial Adviser
941-548-4442
invest@stonefg.com
Welcome
Welcome to our website and thank you for taking the time to visit us. We have designed this site to be educational and informative, providing you with the latest market conditions and planning concepts we hope you will find helpful. We invite you to explore the different topics and calculators available within, and sign up for our monthly newsletter if not already subscribed. It is complimentary in either form, whether mailed to your home address or the email version, so we hope you take advantage of it and find it useful each month. We will be adding new information every Friday and have partner links available for those in our community, so remember to check back with us regularly. We hope you enjoy our site and again thanks for stopping by!!

John G. Stone, Jr.
CEO
Investment Basics
Newsletters
  • Projecting a Happy Retirement
    A 2015 study found that 41% of households headed by someone aged 55 to 64 had no retirement savings, and only about a third of them had a traditional pension. Among
  • Debt Optimization Strategies
    As part of improving your financial situation, you might consider reducing your debt load. A number of strategies can be used to pay off debt. However, before starting
  • Common Financial Wisdom: Theory vs. Practice
    In the financial world, there are a lot of rules about what you should be doing. In theory, they sound reasonable. But in practice, it may not be easy, or
  • Can I make charitable contributions from my IRA in 2016?
    Yes, if you qualify. The law authorizing qualified charitable distributions, or QCDs, has recently been made permanent by the Protecting Americans
  • Can I name a charity as beneficiary of my IRA?
    Yes, you can name a charity as beneficiary of your IRA, but be sure to understand the advantages and disadvantages.
    
PreviousNext
Tell A Friend Tell A Friend
 
 
 

Securities offered through The O.N. Equity Sales Company Member FINRA/SIPC Investment advisory services offered through O.N. Investment Management Company One Financial Way Cincinnati, OH 45242 513-794-6794. Stone Financial Group is not an affiliate or subsidiary of The O.N. Equity Sales Company.