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!
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.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
The tax rules that govern donating art are complex and confusing. Take a closer look.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
A few strategies that may help you prepare for the cost of higher education.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate your monthly and annual income from various IRA types.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
This questionnaire will help determine your tolerance for investment risk.
This calculator shows how inflation over the years has impacted purchasing power.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Do you have causes that you want to support with donations? Here are three tips.
Agent Jane Bond is on the case, cracking the code on bonds.
Women must be ready to spend, on average, more years in retirement than men.
A bucket plan can help you be better prepared for a comfortable retirement.
$1 million in a diversified portfolio could help finance part of your retirement.