Stonewater Wealth Management Inc

Stonewater Wealth Management Inc

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Happy Friday! Everyone here at Stonewater Wealth want to wish all you a very happy and safe Memorial Day Weekend!

With that being stated we also want to remember and honor all of those we have lost by paying the ultimate price protecting this country. And anyone else who has severed that is no longer here with us.

We will be closed this Monday 5/31 in remembrance of memorial day.
Thank you everyone!
Call - We can help you!! 361-482-0699
Are your annuity fees too high?
Are you sure your annuity company can keep its promises?
Left your job, or change in employment?
-Call our office for personal guidance-

MainLine: 361-482-0699 // M-F 9am-5pm

https://www.investopedia.com/articles/personal-finance/071715/8-reasons-roll-over-your-401k-ira.asp

Managing wealth is an art and a science unlike any other. While rewarding, it must be collaborative and highly disciplined. Our commitment to integrity and excellence has earned us national attention.

With uncompromising ethics, we will lead you on a course to financial freedom, guaranteeing honest, realistic financial advice that gets results. Our years of experience and our notable expertise ensure that your financial future is in good hands.

Operating as usual

10 Money-Saving Tips That Most People Often Forget 09/28/2021

10 Money-Saving Tips That Most People Often Forget

https://www.lifehack.org/articles/money/10-money-saving-tips-that-most-people-often-forget.html

10 Money-Saving Tips That Most People Often Forget money-saving tips to keep in mind before you head to the checkout counter. As you read, you may notice that you knew some of these tips already but just for

05/28/2021

Happy Friday! Everyone here at Stonewater Wealth want to wish all you a very happy and safe Memorial Day Weekend!

With that being stated we also want to remember and honor all of those we have lost by paying the ultimate price protecting this country. And anyone else who has severed that is no longer here with us.

We will be closed this Monday 5/31 in remembrance of memorial day.
Thank you everyone!

Top 7 Reasons to Roll Over Your 401(k) to an IRA 01/27/2021

Top 7 Reasons to Roll Over Your 401(k) to an IRA

Call - We can help you!! 361-482-0699

Top 7 Reasons to Roll Over Your 401(k) to an IRA The benefits of rolling over your 401(k) into an IRA when you change jobs are many, but these are the top seven reasons.

financeinsights.net 10/21/2020

Are your annuity fees too high?

Are your annuity fees too high?

financeinsights.net Don't overpay for features you don't need. Find out if you can save $$$.

financeinsights.net 10/14/2020

Are you sure your annuity company can keep its promises?

Are you sure your annuity company can keep its promises?

financeinsights.net Annuity guarantees are only as good as the company that makes them. Verify your carrier's stability here!

investopedia.com 09/15/2020

Top 7 Reasons to Roll Over Your 401(k) to an IRA

Left your job, or change in employment?
-Call our office for personal guidance-

MainLine: 361-482-0699 // M-F 9am-5pm

https://www.investopedia.com/articles/personal-finance/071715/8-reasons-roll-over-your-401k-ira.asp

investopedia.com The benefits of rolling over your 401(k) into an IRA when you change jobs are many, but these are the top seven reasons.

investopedia.com 09/09/2020

How to Build an Investment Portfolio for Retirement

https://www.investopedia.com/articles/financial-advisors/072915/what-does-ideal-retirement-portfolio-look.asp

investopedia.com Think of an investment portfolio as a basket that holds all of your investments, and here's what to focus on if you're building a portfolio for retirement.

kiplinger.com 09/09/2020

Planning for Retirement in the New Normal of Covid-19 | Kiplinger

https://www.kiplinger.com/retirement/retirement-planning/601180/planning-for-retirement-in-the-new-normal-of-covid-19

kiplinger.com Here are four ways we all need to adapt to keep our financial plans on track as the nation grapples with the coronavirus pandemic.

nasdaq.com 08/04/2020

10 Immediate Steps to Start Planning for Retirement in Your 40s

https://www.nasdaq.com/articles/10-immediate-steps-start-planning-retirement-your-40s-2015-05-20

nasdaq.com By Paul Sisolak for GOBankingRates.comJohn Lennon once sang, on the cusp of middle age, "Life is what happens to you while you're busy making other.

investopedia.com 08/03/2020

Setting Financial Goals for Your Future

https://www.investopedia.com/articles/personal-finance/100516/setting-financial-goals/

investopedia.com To live comfortably now and in retirement, setting financial goals for the short-, mid-, and long-term is crucial. Here are the key steps to take.

taxfoundation.org 07/29/2020

Senate Republicans Introduce the HEALS Act for Coronavirus Pandemic Relief

https://taxfoundation.org/heals-act-gop-phase-4-stimulus-package-republican-coronavirus-relief-bill/

taxfoundation.org The HEALS Act (Senate Republican coronavirus relief bill) builds on the CARES Act provisions while scaling down the federal UI benefit.

07/20/2020
06/23/2020

Through this hard time it seems everything is continuously changing, but our commitment to our clients has not.

Our team is available both virtually and by phone to ensure your questions and concerns can be answered from the comfort and safety of your home.

kristv.com 06/23/2020

Nueces Co. issues face mask order

https://www.kristv.com/news/coronavirus/area-counties-and-cities-have-enacted-mask-policies-so-where-is-nueces-countys

kristv.com Judge Barbara Canales has been working on a mask order since Thursday, one that Texas A&M-CC researchers say is very much needed, but to do it right, Canales said a lot of input from different sources would be necessary.

06/16/2020
financeinsights.net 06/12/2020

Sustainable Investing Can Shape the Future

financeinsights.net Align values, potential growth, fulfillment & the future

financeinsights.net 06/12/2020

Use These Money Reflections to Uncover Your Beliefs

financeinsights.net Use these simple exercises to discover unexpected things about your money beliefs.

financeinsights.net 06/08/2020

Revive Your Zombie 401(k), 403(b), and 457 Plans!

financeinsights.net This FREE Guide reveals the 5 options to bring your zombie plans back to life!

06/08/2020

If you have had recent job changes and are unsure what to do with your 401K, you may want to start with talking to an advisor!
Give us a call to schedule your complimentary consultation, (361)482-0699

financeinsights.net 06/05/2020

Socially Conscious Investing Cares

financeinsights.net Sustainable investing isn't just a fad

financeinsights.net 06/05/2020

Exercises That Reveal Your Money Beliefs & Mindset

financeinsights.net Ask yourself these questions to learn more about your money mindset.

financeinsights.net 06/01/2020

What Should I Do With My Old 401(k) or Employer Plan?

financeinsights.net This FREE Guide reveals the 5 options to bring your zombie plans back to life!

financeinsights.net 05/29/2020

How Values Are Changing Investors

financeinsights.net Sustainable investing is more than just a strategy

financeinsights.net 05/29/2020

How Your Money Beliefs Can Shape Your Financial Habits & Health

financeinsights.net Know it or not, you can't help but follow a money script. What's your money mindset?

financeinsights.net 05/25/2020

Have Zombie 401(k), 403(b), and 457 Plans?

financeinsights.net This FREE Guide reveals the 5 options to bring your zombie plans back to life!

financeinsights.net 05/22/2020

Invest in What You Believe In

financeinsights.net Values-based investing can be rewarding

financeinsights.net 05/22/2020

How Your Unconscious Money Beliefs Can Affect Your Finances

financeinsights.net Your financial choices & habits are driven by your money beliefs. Discover yours.

financeinsights.net 05/18/2020

What Should I Do With My Old 401(k) or Employer Plan?

financeinsights.net This FREE Guide reveals the 5 options to revive your old zombie plans!

05/11/2020

Things have changed, and now more than ever your portfolio should be reviewed to ensure you're still on track for your financial goals. We are scheduling "Social Distance" appontments with advisors Monday-Friday, give us a call to schedule your free consultation.

05/04/2020
11/25/2019

Stonewater Wealth Office Hours - Thanksgiving Holiday:
November 27th, 2019 - Early Closure @ 12:00pm
November 28th & 29th - Office Closed

1800accountant.com 11/25/2019

4 Things Your Small Business Can Do for Others this Thanksgiving

https://1800accountant.com/blog/4-things-your-small-business-can-do-others-this-thanksgiving/

1800accountant.com 1-800Accountant explains how a small business can help others for Thanksgiving, while claiming IRS business deductions and using marketing strategies.

thebalance.com 11/19/2019

Read This Before You Tap Your 401(k) Early

https://www.thebalance.com/what-you-need-to-know-about-401-k-early-withdrawals-2894147

thebalance.com Every 401(k) withdrawal affects your taxes and your future in retirement. What you need to know about rules and penalties regarding early withdrawals.

wzzm13.com 11/18/2019

Smart Money: 2019 Year-End Tax Planning

https://www.wzzm13.com/article/entertainment/television/programs/my-west-michigan/2019-year-end-tax-planning/69-f5d49b63-9c7a-4cde-8835-143249e75fa0

wzzm13.com Chris Harper, CPA, MBA talks with us about what we need to do now to avoid tax surprises later.

forbes.com 11/07/2019

IRS Announces Higher 2020 Retirement Plan Contribution Limits For 401(k)s And More

http://www.forbes.com/sites/ashleaebeling/2019/11/06/irs-announces-higher-2020-retirement-plan-contribution-limits-for-401ks-and-more/

forbes.com You can save $19,500 in your 401(k), plus another $6,500 if you’re 50 or older, for 2020.

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Your Life In a Box
Stonewater Wealth's Life In A Box

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Telephone

Address


4639 Corona Dr Ste 9
Corpus Christi, TX
78411

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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