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2021 

Top 6 Highlights: Coronavirus Stimulus 2.0

American Rescue Plan Act of 2021


2020

Is It Time To Refinance?

CARES Act - Education Provisions

CARES Act - Relief for Small Businesses

CARES Act - Personal Planning Considerations


2019 

Solo 401(K)'s for the Self-Employed

Charitable Planning

ABC's of Trusts

Social Security

Retirement Income Planning

Protect Your Assets from a Nursing Home

Required Minimum Distributions


2018 

Thinking About or Recently Divorced? Be Financially Smart

Essential Strategies for a Successful Retirement

To Trust or Not to Trust?

Optimize your Social Security Benefits

Protect your Assets from a Nursing Home

Prepare your Spouse to be a Widower


2017 

Strategic Income Tax Planning

Executive and Corporate Benefit Planning

Estate Planning

Education Planning

What Every Beneficiary Should Know

ABC's of Trusts. Should You Have a Trust?

Can you Afford to Retire?

Identity Theft

Social Security

Do You Know Your Risk Score?

New Year's Financial Resolutions

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Broadridge Advisor Solutions to provide information on a topic that may be of interest. Broadridge Advisor Solutions is not affiliated with the named representative, broker - dealer, state - or SEC- registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. 

Copyright 2018 Broadridge Advisor Solutions 

Investments entail significant risks and are suitable only for certain investors as part of an overall diversified investment strategy. Past performance is not an indication of future results. Information included herin does not constitute investment advice and should not be viewed as a current or past recommendation to buy or sell any securities or to adopt any investment strategy. Stonehearth Capital Management, LLC is a Registered Investment Advisor. Registration does not imply a certain level of skill or training.

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