INSIGHTS

The path you take is unique to you. We look forward to helping you along the way.

With Gratitude We Say Thank You

With Gratitude We Say Thank You

"Gratitude makes sense of our past, brings peace for today, and creates a vision for tomorrow."Melody Beattie According to Merriam-Webster, gratitude is the state of being thankful. Fittingly, November shares National Gratitude Month with Thanksgiving. It is the ideal...

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Quick Logins

WealthStone 101 – Net Worth Analysis

The net worth formula is simple: Net Worth = Assets – Liabilities. Your net worth statement lists the items that make up your assets and liabilities. Rather than zooming back into the fine details, try focusing on the following key factors to understand how they impact the bigger picture.

WealthStone 101 – Tax Planning

The tax code is constantly changing and evolving. While the tax code changes at the end of 2017 were highly publicized, many people don’t realize that the tax code changes every single year… The most basic Tax Planning could involve gifting strategies, making sure that the appropriate withholdings are selected, and ensuring that all appropriate deductions are selected and reported. As net worth and complexity increases, Tax Planning begins to affect other areas of a person’s financial life like debt strategy, insurance planning and estate planning. The consequences of a misstep in planning can mean serious financial pain.

College Savings – Where do I start?

Bringing home a new baby is an exciting time in life. Terrifying but exciting, as life gets flipped upside down. Date nights are traded (for a time at least) for precious minutes of sleep. Suddenly...

You Are More

Your story, what has happened to you and what you have done, is unique and important. But it is not the same as your identity or who you are. As a company, our identity is much deeper than what we have accomplished or can accomplish. Identity goes to the core of what makes you who you are, to the values that define you. And if we utilize Blake’s wisdom, we should strive to have gratefulness at our core and seek to serve others. It is there that we will find true value.

WealthStone 101 – Estate Planning

Estate Planning is oft-ignored and commonly put off because it is rarely an easy exercise. Perhaps people mistake it as “only for the rich” but when the reality of losing a loved one is upon us, the importance of having a good estate plan hits home, no matter the net worth of the individual.

WEALTHSTONE’s Norm Cook Speaking at Dealmakers Conference

Join WEALTHSTONE ADVISORS’ President & CEO Norm Cook at the Smart Business Dealmakers Conference in Columbus, Ohio. The Dealmakers Conference connects thousands of local dealmakers - from...

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