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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!


May Webinar

Strategies to Optimize Social Security Benefits
May 24, 2018 at 10:00 AM

June Webinar

Stress Testing the Risk within your Portfolio
June 26, 2018 at 2:00 PM

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

The Anatomy of an Index

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.

 

Mastering Mobile Lingo

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

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

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What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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Tax Management Strategies

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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