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.
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.
Options When Your CD Matures
Knowing your options when a CD matures can help you make a sound investment decision.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Simple steps may help you foil hackers and protect your privacy.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Four vacation destinations you might never have thought of.
A letter of instruction provides additional and more personal information regarding your estate.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how long your retirement savings may last using various monthly cash flow rates.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
All about how missing the best market days (or the worst!) might affect your portfolio.
Do you know these three personal finance sayings?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Smart investors take the time to separate emotion from fact.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Agent Jane Bond is on the case, cracking the code on bonds.