Woodstone Wealth Management

10/14/2026

Over age 50? You may be able to catch-up on retirement.

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

10/12/2026

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

10/10/2026

What do you need to know when the market experiences volatility?

When the market experiences volatility, it may be a good time to review these common terms.

10/07/2026

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

10/05/2026

Other than a health emergency, few events are more stressful and disruptive to retirement strategy than an unexpected job loss or layoff. For many, it’s not just a hit to finances but also to confidence and sense of self.

Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.

10/03/2026

Do you know the difference between a credit lock and a credit freeze?

Learn the ins and outs of credit locks, freezes, and more.

09/30/2026

Congress passed SECURE 2.0, a new set of retirement rules to make saving and accessing funds for retirement easier. Check out the major provisions of the law.

A timeline covering a few of the major provisions of the SECURE Act 2.0.

09/28/2026

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care might cost and how to prepare.

Estimate potential long-term care costs and what coverage may help address them.

09/26/2026

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

09/25/2026

🏃‍♀️ The Woodstone Wealth team is back at it again! 🏃‍♂️

We’re always proud to support the community we’re a part of, and this past weekend, Renita and Cassidy laced up their running shoes for the 4th Annual We Love Piedmont 5K! ❤️

It was a great morning to get outside, get moving, and spend time together while supporting a wonderful local event.

And, of course, we couldn’t have done it without some support from the sidelines! Tony Owens may be our receptionist when you visit the office, but this time, he took on an even more important role, cheering us on and supporting us at the finish line! 👏

We’re grateful for opportunities like this to get involved, support our community, and enjoy some time together outside of the office.

Way to go, Woodstone Wealth! 🎉🏃‍♀️