Stone Gate Financial

09/29/2025

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10/21/2022

Living longer than expected can magnify the impact of inflation, market volatility, and long-term care needs. Often a misunderstood risk of retirement income planning, there’s more to longevity than life expectancy data alone. We are here to address the risk of living longer and having enough money to last through retirement.

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10/13/2022

In a recent 2022 survey, most Americans reported that they expect to retire at the age of 66. How does this retirement age sound to you? Do you expect to retire earlier or later than 66? Let us help you put a strategy in place… 

10/13/2022

Did you know that In 2020, the average monthly Social Security benefit for retired workers was $1,544 💰?
Among non-retirees, 73% 📈 are worried they won’t receive any Social Security benefits by the time they retire.
Do you fall into this category?
Stone Gate Financial can help!

10/10/2022

Happy Monday ! Those who fail to plan, plan to fail. At Stone Gate Financial we help people plan for their dream retirement. Planning is everything!

10/08/2022

Same Money Less Power!!!
Inflation damaging effects to your retirement income compound over time. Find out how to help combat inflation today….

7 Financial Risks to Avoid

10/08/2022

It's All About Being Persistence, not luck or chance. START PLANNING TODAY FOR YOUR FUTURE!

10/08/2022

Withdrawal Rate Risk ...
Some retirees rely on withdrawal rates from their retirement portfolio far higher than current research suggests they should to ensure a lifetime of income. Consequently, they may need additional assets to generate the same level of income, or must realize higher returns while accepting additional risk, or look to other vehicles to generate the desired level of income.