Stoddard Financial, LLC

09/02/2026

Receiving a large sum of money unexpectedly can be both exciting and overwhelming. Here are tips for helping you make smart choices with your windfall.

When you receive a sudden windfall, it’s important to make smart decisions about what to do with it.

08/31/2026

Your estate plan is only as complete, effective, and current as the documents you have in place. No matter your wishes or intentions, it’s critical that you have all of your desires in writing.

Estate planning is a complex process that is never fully finished. A checklist can be helpful, particularly when it comes to reviewing your estate planning documents.

08/28/2026

Most are familiar with individual stocks, but is there something better? Learn more about alternative investing vehicles such as ETFs to find out if this avenue of investing is a better fit for your financial portfolio.

Being familiar with and educating yourself about common investment vehicles such as individual stocks and ETFs is a crucial part of being a successful investor.

08/26/2026

Changing your family’s environment can open doors to new possibilities and improve your collective well-being. Explore the considerations that ensure a move benefits all.

Explore how to make informed decisions about family relocation to ensure the move aligns with your family’s immediate needs and long-term goals.

08/25/2026

Google's enhanced autofill can save you time by filling in more types of info. Here's how to enable it, while protecting yourself from potential risks.

Google's enhanced autofill can save you time by filling in more types of info. Here's how to enable it, while protecting yourself from potential risks.

08/24/2026

Are you or your adult children considering a relocation to give the kids a better place to grow up? Here’s what to consider when assessing the pros and cons.

Explore how to make informed decisions about family relocation to ensure the move aligns with your family’s immediate needs and long-term goals.

08/21/2026

Most people think tax planning is a December activity. It's not. By December, many of your options are already gone.

The best tax strategies for high earners and retirees need weeks of runway. Projections need to be run. Advisors need to be available. And the math has to be right before you commit.

But every year, people wait. The holidays creep in, and suddenly you're making financial decisions between travel plans and holiday celebrations.

Fall is when the real work should start. That's your window. 🍁

08/19/2026

The biggest missed tax opportunities? They don’t happen in December, they happen in the fall. 🍂 Here’s why autumn is the ideal time for tax planning. https://www.stoddardfinancial.net/blog/fall-tax-planning-strategies

Fall is the best time for high earners and retirees to plan year-end tax moves. Learn which strategies deserve attention before December.

08/18/2026

Donating to eligible charities can help lower your taxes, but how you donate can make a big difference, both for you and the charities you support.

Donating to eligible charities can help lower your taxes, but how you donate can make a big difference, both for you and the charities you support.

08/17/2026

While most have a basic knowledge of individual stocks, learning about other common investing vehicles, such as ETFs and how they may be a good alternative for you could add a greater return on your investment.

Being familiar with and educating yourself about common investment vehicles such as individual stocks and ETFs is a crucial part of being a successful investor.