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Trusted Advisory Firm Helping Families with their Finances for over 36 Years!

Welcome to Stonehearth Capital Management

Are you thinking about retirement and wondering if you have enough resources to retire? Did you recently lose your spouse who handled your family's finances and you need help? Do you rarely look at your portfolio because you just don't know what to do with it? You are not alone. Stonehearth Capital Management can help.

We are independent, which means that we work and report to YOU without any biases or products to push. We are fiduciaries, which means we are legally obligated to act in your best interest. Our team of experts have the training and expertise to guide you through even the most challenging scenarios. Our team is able to help clients residing in all 50 states. If you want to discuss your personal situation, please click the link below to schedule a complimentary call now. Schedule a Complimentary Call Now!


July Webinar

CIO's Corner: Quarterly Update 
July 20, 2018 at 11:00 AM

June Webinar

To Trust or Not to Trust? Should You have a Trust?
August 27, 2018 at 11:00 AM

Financial Planning Services

Let's make a plan! You tell us what your goals are, and we will build a plan to help it become a reality.

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Investment Management Services

If you do NOT have the time, energy, or resources to commit towards managing your family's finances, then you would be better served by hiring a professional who does, like us.

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Helpful Content

Good Health is Good Business

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

The Business Cycle

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Tuning Your Social Security Benefit

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

 

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

Mastering Mobile Lingo

Can you keep up with your children’s mobile slang?

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

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