Stone Oak Wealth Management

A story about a fellow financial planner who learned a lesson the hard way. "I now know that money is only part of the equation to a successful transition to retirement," Hixon said. "Meaning and purpose and legacy, they all carry equal weight in the transition to what's next. I discovered the hard way that it's not nearly as important to define what you're retiring from, it's critical that the pre-retiree do the hard work of defining who they are apart from their career…and discover what they're retiring to." https://lnkd.in/ggXw5xej #christianliving #wealthmanagement #financialstewardship

Why are people hungry for the Dave Ramsey courses? On a recent podcast, Greg quickly addresses sheer number of people (church-going or not) that have gotten themselves in an impossible debt hole to get out of. He shares the reasons from his recent experience of teaching this financial course to 800 people. #financialplanning #wealthmanagement #LetsTalkBusiness Stone Oak Wealth is regulated by the SEC as a registered investment adviser. Please see visit our website stoneoakwealth.com for our advertising disclosures.

We're proud to announce that in an upcoming episode of "Viewpoint with Dennis Quaid," viewers will get an exclusive look at Stone Oak Wealth Management and how we integrate faith and personal values into our wealth management practices. This special segment, which is scheduled to air nationally in Summer 2024, explores how Stone Oak aligns financial advice with biblical principles, offering a rare insight into the fusion of spirituality and financial strategy. Read on for a behind the scenes look at producing this segment. https://lnkd.in/g6vJnYZp #financialmanagement #wealthmanagement #financialstewardship #wealthplanner #viewpoint

According to Pastor Rick Warren, no one just drifts into debt—or out of it, either. His parents taught him early about the 10-10-80 principle. It's a great way to become intentional about your financial decisions. https://lnkd.in/guvEfhtP #christianliving #wealthmanagement #financialstewardship

The Apostle Peter reminds us to embrace our unique talents and abilities God has bestowed upon each of us. These gifts are not merely for our benefit but are meant to be used in service to others. Think about our variety of gifts within our reach —hospitality, teaching, encouraging, creating, or even just being a good listener. Every act of kindness, no matter how small, is a way to honor God and bless those around us. When we share our gifts, we demonstrate God's grace, spreading His love and light to everyone we encounter. Serving others can take many forms. It might be offering a listening ear to someone in need, volunteering your time and skills to a dear cause, or simply providing support and encouragement to friends and family. Your unique contributions make a significant difference in the lives of others and in the Kingdom. #christianliving #wealthmanagement #bible

What is the value of a business aligning with some biblical principles? On the Lets Talk Business podcast, Greg quickly addresses the benefits of demonstrating biblical principles in your business, whether you are faith-based or not. #financialplanning #wealthmanagement #LetsTalkBusiness Stone Oak Wealth is regulated by the SEC as a registered investment adviser. Please see visit our website stoneoakwealth.com for our advertising disclosures.

Happy 4th of July! 🎆 Enjoy the fireworks, festivities, and the spirit of liberty. God bless America! #IndependenceDay #Freedom #4thOfJuly Stone Oak Wealth is regulated by the SEC as a registered investment adviser. Please see our website https://lnkd.in/gksdZxrV for additional disclosures.

There are lots of reasons why you may suddenly find yourself with a windfall from selling off acreage or a business, to a death in the family, to even winning the lottery. Similar to the prudence of maintaining a living will, its not a bad idea to have a plan in place for if and when you receive a windfall, whether you expect it or not. That way, when it does happen, you are prepared with a thoughtful strategy, rather than falling prey to the momentary whirlwind of emotions. https://lnkd.in/gQ7cUeJm #financialmanagement #wealthmanagement #financialstewardship #wealthplanner

Do you have charitable giving dreams or commitments you want to fulfill this year but don't want to deplete your cash? Giving from your IRA can provide some tried-and-true strategies. And some have higher limits and are more helpful in 2024. Let's face it – IRAs can be confusing. So, let's look at some options according to the age of the IRA owner. That should help you understand what might work best this year to maintain or even increase your giving to the charities you love. Just remember, you don't have to wait until you are 73 to make distributions from your IRA. You can make regular distributions starting at 59½ (and use a charitable gift to offset some or all of the income), and you can make QCDs starting at 70½. https://lnkd.in/gPyjqwT #christianliving #wealthmanagement #financialstewardship

We are extremely grateful to all our wonderful clients. ⭐⭐⭐⭐⭐ Thank you so much for your kind words! We work hard to providing the best experience for our clients, and your feedback means the world to us. #ClientLove #FiveStars #TopService