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Stonewood Financial

Election Toolkit

Washington can have a BIG impact on your client's retirement. Are they prepared?

Enjoy a few of my favorite resources

You know the 2024 election can impact your clients and their retirement assets. So here are a few of my favorite client materials to help you share that knowledge.
 
If you need help implementing these resources in your sales process, connect with me below. 
 
BRS_sig Becky Ruby Swansburg
CEO | Stonewood Financial 
 
Legislative Risk Resources
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Client Handout

Washington & Your Retirement: Four Risks to Watch

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Client White Paper

Washington's Growing Role in Your Retirement

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Consumer Video

The Debate in Washington & Your Retirement

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Consumer Video

Four Questions on Taxes in Retirement

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CBO Budget Graphics

FY2023 revenue and expenditures

CBO

Options for the Deficit

CBO reports on reducing the deficit

Looking to Generate Leads with Taxes in Retirement?

Schedule a Demo of Stonewood's Tax Tools