David Stone

[David Stone @ThePowerofaPlan]

🌟 Welcome to the Team, Chandler Stone! 🌟
We're excited to introduce the newest member of our team — Chandler Stone, our new Paraplanner!

[David Stone @ThePowerofaPlan]

With help from Michael Shamrell, vice president of Thought Leadership for Fidelity Workplace, understanding your 401(k) and achieving your financial goals just got easier. https://t.co/4TUpxMSnlb

[David Stone @ThePowerofaPlan]

The holidays can be a magical time for parents, but they can also lead to overspending and credit card debt. Everyday essentials like groceries and gas can add up. https://t.co/F4O0Lhp1A9

[David Stone @ThePowerofaPlan]

It doesn’t matter what holidays you celebrate during the latter half of the year; chances are, you’re spending a lot more on anything from food to gifts. We’re here to save you from the pain of a massive credit card statement come January. https://t.co/2iufWs6PoM

[David Stone @ThePowerofaPlan]

Money worries can affect mental health. Mindfulness practices, such as deep breathing, meditation, or yoga, can help you stay grounded and focused on the present moment. These techniques can also reduce stress and improve overall well-being. https://t.co/dCna3xqEfN

[David Stone @ThePowerofaPlan]

Career choices are among the most important decisions we ever the job for a while — are a good guide to what traits are expected on the job. The Largest Study Yet Research into occupational differences requires massive samples because there are . https://t.co/pRLtjRsnoB

[David Stone @ThePowerofaPlan]

Having a tax strategy is crucial to making your money last. These tax-saving moves can help, whether you're years from retirement or already there. https://t.co/pyuRKsNhsJ

[David Stone @ThePowerofaPlan]

Undergoing these changes can have significant impacts on our health. John Hopkins notes that during daylight saving time, people experience more stress, increasing traffic fatalities, hospital admissions for severe health impacts like strokes and… https://t.co/7eUxCXJ17J

[David Stone @ThePowerofaPlan]

To navigate complex rules on inherited IRAs and RMDs, start by breaking down key terms and common scenarios. A clearer picture of your next steps will emerge. https://t.co/yVODJoWTtG

[David Stone @ThePowerofaPlan]

Millennials are on the brink of a massive financial change. Over the next 20 years, they are set to inherit an astonishing $90 trillion from older generations. This is called the “Great Wealth Transfer. https://t.co/5tWNvb9iZN

[David Stone @ThePowerofaPlan]

Whilst some luxury train journeys promise stunning scenery or gourmet cuisine, each offers their own unique charm. https://t.co/VXurI8OZif

[David Stone @ThePowerofaPlan]

Americans are expected to spend about $104 on Halloween this year, according to the National Retail Federation. If you’ll be participating in spooky season festivities, keep reading for a few mom-approved tips for how to save on costumes. https://t.co/97FIHxop1I

[David Stone @ThePowerofaPlan]

A survey from FICO found that 60% of people think personal finance is one of the most useful subjects in adulthood that can be taught in high school. https://t.co/JjCqQUKmPI

[David Stone @ThePowerofaPlan]

Finding money for a down payment on a house can be difficult. If you're looking to save up 20%, consider assistance programs, downsizing your current home, or one of these other tips. https://t.co/VFLplWRaNV

[David Stone @ThePowerofaPlan]

Ramsey Solutions founder Dave Ramsey explains how he taught his children financial responsibility and provides advice to younger generations. https://t.co/43JnABDYJs

[David Stone @ThePowerofaPlan]

Happy Birthday to Victoria! We had a special visitor join us for lunch, Victoria's husband Brady!

[David Stone @ThePowerofaPlan]

Building and preserving wealth for retirement requires both a smart investment plan and a thoughtful tax strategy growth and stretch your dollars, allowing you to maximize your wealth and peace of mind. With that goal in mind, below are five strategies https://t.co/rKrx2Du5Go

[David Stone @ThePowerofaPlan]

So, life has thrown you a curve ball. What next? Everything happens for a reason, and while it may not feel good when you’re in the trenches, there is a lesson behind every trial. Before you start job hunting again, https://t.co/r2yDdBj5Q5

[David Stone @ThePowerofaPlan]

Is Leasing a Car Cheaper Than Buying? Know the Costs https://t.co/M493lHzs8u

[David Stone @ThePowerofaPlan]

Disposable products are convenient and often appear cheap at first glance, but these costs can add up quickly. If you reuse them instead of throwing them out after the first use, you get much more https://t.co/rS0zVy3nul