Articles Archive

3 Options for Long-Term Care Planning – November 2016

Over the years, I have employed a financial-planning pyramid diagram to help my clients visualize potential threats to their long-term financial goals. The higher we go up the pyramid, the higher the risk and the higher the opportunity for reward.
Article by David Stone on LifeHealthPro

The Role of Financial Literacy in Generational Wealth Planning – October 2016

Teenagers should begin the habit of dividing the money they accumulate through part-time jobs, gifts from family and friends, or allowances. For high school students, I suggest a basic formula of 10 percent for a charity of their choosing, 50 percent for saving and 40 percent for spending.
Article by David Stone on LifeHealthPro

Parents Should Supplement Their Children’s Education with Financial Literacy – September 2016

Children are turning to their parents for financial guidance, according to recent Lincoln survey.
Article on Business Wire

David Stone of Stone Consulting Group Honored For Charitable Work – August 2016

Stone received honorable mention for philanthropic excellence in tenth annual Invest in Others Community Leadership Awards.
Article on prWeb

The Resource Group of Lincoln Financial Advisors Appoints New CEO and Announces 2016 Board of Directors – August 2016

Lincoln Financial Network, the retail wealth management affiliate of Lincoln Financial Group, announced the advisors which are on the 2016 Board of Directors for The Resource Group. David Stone was among the list of advisors.
Article on Business Wire

Philanthropic Advisors and Firms Named as Finalists for Community Leadership Awards – August 2016

Invest in Others and InvestmentNews recognize charitable works of advisors and corporate programs for employees.
Article on InvestmentNews

Retirement Planning for Small Business Owners – July 2016

Your clients who own small businesses may be so focused on day-to-day operations that they are forgetting retirement and succession planning. Here is how you...
Article by David Stone on LifeHealthPro

Beyond a Traditional Retirement – April 2016

Retirement doesn't necessarily need to mean the end of work, but rather the financial freedom to stop working if and when a person wants to.
Article by David Stone on LifeHealthPro

Know Your Market: Retirees and Pre-Retirees – July 2014

The current generation of retirees and pre-retirees are facing major challenges.
Article by David Stone on LifeHealthPro