Shone Wealth Management

The IRS has released the tax information you’ll need to prepare your 2020 tax returns, including tax rate tables, standard deduction amounts, and capital gain rates. #Taxes #IRS

When it comes to your long-range financial goals and strategy, the matter of getting what you pay for becomes a bit more complicatedand more important. In today’s blog, we explore the true value of a financial advisor. #FinancialAdvisors #FinancialWellness

Help Shone Wealth President Mark Shone give kids in our community a chance to learn the game of golfand all the great life lessons that go along with itby donating to his Youth on Course page. The first $10,000 will be matched by us, so donate today!

Are you looking for ways to cultivate financial empowerment in your daughter or granddaughter? Here are nine steps you can take right now to help boost their financial confidence and literacy. #girlpower #personalfinance

This Halloween, Megan Shone is hosting a virtual Cycle for Cancer spin class for the American Cancer Society. Donate today to gain access to this amazing class for an amazing cause! #attackingcancer Megan Shone

Shone Wealth President Mark Shone is participating in the annual 100-Hole Hike, which is sponsored by Youth on Course, an organization devoted to helping kids improve their lives through golf. The first $10,000 he raises will be matched, dollar for dollar, by Shone Wealth Management, so donate today! #YOCH3

In a recent Merrill Lynch survey, the biggest financial regret for most women was not investing more of their money. This article from HerMoney highlights six different types of IRAs that can help you retire with the peace of mind you deserve. #Retirement #FinancialWellness

Estate planning is a process fraught with emotional implications. In today’s blog post, we share some important tips to help take a lot of the anxiety and discomfort out of this important topic. #EstatePlanning #FinancialWellness

Did you know that 73% of people who had clear financial goals also said they had lower stress levels? Start your journey toward financial wellness with this simple checklist from Ellevest. #FinancialWellness

As more and more women enter the executive ranks, it is more important than ever that they realize the need for specialized financial planning that takes women’s needs into account. In today’s blog, we explore financial planning and investment tips for executive women. #ExecutiveWomen #FinancialWellness

Are you retired or are planning to retire sometime this year? In today’s blog post, we outline four tax-savvy strategies that could help increase your return next April, including tax-loss harvesting and a moratorium on RMDs. #Retirement #Taxes #FinancialWellness

Millions of children or adolescents take care of their ill or disabled parents, grandparents or siblings. This is not a new phenomenon but the convergence of the pandemic and the opioid epidemic presents an unfortunate but timely opportunity to pay attention to these caregiving roles. Next Avenue discusses this issue.

We often hear the saying, "Don't put all your eggs in one basket." This is the classic concept of #diversification, a simple yet extremely important part of investment planning. Learn more about true diversification and false diversification in this week's blog post.