Inflation is a word we hear often, but what does it really mean for your wallet and your future?

Click the video to learn about the basics of inflation, why it happens, and how it can impact your financial decisions.

2025 was a year defined by resilience and steady progress despite ongoing headlines, shifting interest rate expectations, and pockets of market volatility, the economy held firm. Inflation continued to slow, and opportunities broadened across more sectors than we’ve seen in years.

As we look ahead to 2026, we’re excited to share what these trends may mean for you and your financial plan. Click on the video to hear from our advisors.  

Roth IRAs are popular for their tax-free growth and withdrawals, but what if your income is too high to qualify? There’s a strategy that can help: the Backdoor Roth IRA.

In our latest video, Landon explains how this approach works and why it might be worth considering if you’re looking for more flexibility in retirement planning.

Your financial legacy is about more than numbers. It’s about the wisdom, values, and guidance you pass on to the people you care about most.

In our latest video, we explore the idea of writing a financial legacy letter—a powerful way to share your financial journey, beliefs, and lessons learned with future generations.

We all have beliefs about money and how to manage it, but have you ever stopped to ask where those beliefs come from…and whether they’re helping you reach your financial goals?

In the video, we explore how your personal money mindset can shape your financial outcomes and offer a simple exercise to help you align your financial strategy with your values.

Imagine setting out on a road trip without a GPS. You might know where you want to go—but getting there could be a challenge.

Your financial journey works the same way.

Click the video to learn how a well-crafted financial plan can guide you through life’s twists and turns, helping you make confident decisions and stay on course

As you build your net worth, a life event can often lead you to seek the counsel of a financial advisor.

Click the video for three things a financial advisor can do that you might have overlooked.. or taken for granted. 

Managing major life events with a well-structured financial plan is crucial for ensuring stability and security during times of change. While we can't predict every turn our lives will take, having a financial plan can help us navigate these significant milestones.

Click the video to learn about four strategies to manage significant life events financially.

Setting and achieving your financial goals involves creating clear, achievable steps and staying committed to your plan. Doing so will teach valuable lessons in discipline and help make your dreams a reality.

Click the video for an easy step-by-step guide to consider. 

There is immense power in assembling a team of financial experts to elevate your wealth-building strategy. These experts, like financial planners, tax advisors, and legal counselors work together to help you make wise financial decisions and reach your goals.

Click the video for four reasons you should consider a team approach.

A quality financial plan is more than just numbers in a spreadsheet. For those numbers to become a reality, four ingredients are essential.

Click the video to learn more! 

Are you preparing for retirement? Know someone who is?

At Stonegate Financial, we know that navigating to and through retirement is no small endeavor. It takes an experienced crew leading you each step of the way. That’s why we’ve created our Retirement Runway, designed to help our clients envision and realize their retirement dreams.

Hear from Alex and Trey as they provide an overview of the Retirement Runway, and feel free to share with someone looking for help along their retirement journey. 

In the realm of retirement planning, the Roth IRA stands out for its straightforward approach and significant tax advantages. Curious about how a Roth IRA can fit into your financial future and simplify your retirement planning?

Watch the video to learn more.

2024 was a year of growth, change, and resilience. Tune in and hear from our team of advisors as they share insights and expectations for the year ahead.

Why does Stonegate Financial exist? That’s a question we asked ourselves as we worked to define our Core Focus. In discussing all the ways we strive to serve our clients, we defined our Core Focus as follows: Enriching lives by stewarding the use of valuable resources.

Watch the video to hear from Alex Greene as he explains the heart behind our Core Focus – and how it goes far beyond just dollars and cents.

Our team has been intentional in defining both our Core Values and our Core Focus. We have 5 Core Values that we adhere to each and every day. At the heart of our Core Values is you. Our mission is to work collectively as a team to provide you the highest level of service – putting your interests first and taking weight off your shoulders.

Watch the video to hear from Trey Stilley as he walks through each of our Core Values, and we hope you’ll see that you are at the heart of all we do.

From the joy of splurging on a whim to the guilt of overspending, our emotions can lead us to make financial decisions that impact our wallets and well-being.

Watch the video for three things to consider if you feel your financial emotions sometimes get the best of you.

While many of us desire to lead generous lives, generosity can fall through the cracks with so many things competing for our time and attention. Prioritizing generosity requires intentionality.

Watch the video for steps you can take to prioritize generosity and make your giving most meaningful.

Becoming a disciplined investor requires patience, strategy, and consistent decision-making. In today's dynamic financial landscape, it's vital to understand that successful investing goes beyond chance. It requires a structured approach that aligns with your goals and risk tolerance.

So, what practices can you employ to become a disciplined investor?

Imagine crafting a gourmet meal where each ingredient plays a crucial role in the final taste; that's how asset allocation works in the investment world. It's the art of blending different financial 'ingredients'.

Watch the video to learn more from Alex about how to fine-tune your investment recipe to keep your financial future on track!

Have you ever wondered what life after retirement holds for you? It’s like planning a trip – you want to know where you’re going!

Watch this video from Alex on his tips to planning for retirement!

In everyday conversations about money, there’s one word that often elicits mixed emotions - “budget”. However, what if we can change the narrative surrounding this word?

Watch this video from Trey to hear some tips on how to change the way you view your budget!

Are you thinking about retirement? If so, you’re not alone! But before you set the date for your last day, let’s first talk about some important questions.

Watch this video from Trey on the questions you need to ask yourself before retiring!

We understand that life’s path is filled with twists and turns, but with the right guidance, we can all steer towards a brighter financial future.

Watch this video from Alex for tips on navigating your own financial road trip!

Investing can genuinely feel like an emotional roller coaster. So how do we manage the emotions of these bull and bear markets? 

There are multiple phases in your financial journey.

In this video, we'll focus on an essential aspect of the Legacy phase that is often overlooked: Beneficiaries.

Watch this video as Alex explains five reasons to check, or recheck, your beneficiaries today.

What do you want at the end of your work life?

Watch the video for a simple strategy from Trey to help you get specific about what your retirement will look like. 

The year of 2023 was full of firsts that can make us all curious about what comes next. Tune in and hear from our team of advisors as they share insights and expectations for the year ahead.