Is the Weight of Your Retirement Readiness Taking You Out of the Game?
/The study shows that while more options may seem appealing at first sight, choice overload can lead to inaction
Read MoreThe study shows that while more options may seem appealing at first sight, choice overload can lead to inaction
Read MoreTaylor has investing wisdom. Yes, she does. She avoided the celebrity endorsement trap. Did she know about the SEC warning in 2017 to celebrities and others using social media that encouraging the public to purchase stocks and other investments like initial coin offerings (cryptocurrency) may be an unlawful act
Read MoreWyatt was interested in building his American Dream. In pursuit of his dream, he gambled, pimped, and searched for wealth such as silver and gold.
Read MoreOur 4th of July holiday will be happening soon. It kicks off our summer season and is a chance to reflect on what makes this country great. The stand that our founding fathers took when they issued the Declaration of Independence. This act was not without consequences for them. They pledged their “lives... fortunes... and scared honor.” in pursuit of their stand to create a free independent state from the tyranny of the king..
Read MoreAs the star center of basketball, Shaq had to be big and strong but was not known for his ability. In avoiding the process servers, he improved his dodging and avoiding skills. But want about his investing skills? Shaq says in his defense, I was just a paid representative.
Read MoreWe have heard stories of people getting rich by investing in cryptocurrencies. Many early investors made fortunes.
Read MoreThe controversy over Willy Wonka continues. I admit that I thought it was limited to who was the best Willy Wonka – Gene Wilder or Johnny Depp? Recently, I learned that I was so wrong.
Roald Dahl, the esteemed writer of children’s books, has been edited by his publishers for the terminology in his books – including “Charlie and the Chocolate Factory.” They have been altering passages referring to a person’s weight, race, and gender to make the books more acceptable. That is like changing the secret recipe to Coke!
These changes have not been well received by many conservatives. United Kingdom Prime Minster Rishi Sunak stated, “you should not gobblefunk around with words.” Gobblefunk is a word created by Roald Dahl for “playing around with words.” He invented 393 words for the English language out of the sheer belief that it would encourage young readers who may struggle with some concepts in his books. He thought that using unusual language would keep people interested in reading his stories.
Not only was he a best-selling author of Children’s books, both movies about “Charlie and the Chocolate Factory” were an enormous success. His story created the world which every child dreams about. To get the Golden Ticket and achieve your dreams.
We all would like to find the last Golden Ticket. Sometimes we settle for the next best thing. The Rotary Club of Summit County is having its annual Lake Dillon Ice Melt Contest. Although you do not get to explore the wonders of the Willy Wonka candy factory and meet the Oompa Loompas, you do get to make good things happen. Things like Youth Leadership, Scholarships, Community Dinners, 365 Health Fair, Adopt an Angel, and many other projects to support the Summit County community.
Each year the Summit Rotary takes a giant drum with a clock attached out to the middle of Lake Dillon. When the ice breaks and the clock go underwater, it stops working. Obviously, the clock is not a Timex. You guess the exact time which the clock will drop in the window. This is not without reward for the sharp guesser!
First prize is $4,000 – cold hard cash
Second prize is $2000
Third place is $1,000
Who could not use $4,000? How many Wonka Bars can you buy for $4,000? To learn more about the Lake Dillon Ice Melt Contest, go to www.DillonIceMelt.com.
We like to support the Rotary Club of Summit County and our community. Our offer is to provide you with a free Rotary 2023 Ice Melt Ticket. Sorry, we are all out of Wonka Bars.
How do you get this precious chance of adventure? Register below with your name and email address.
From those who register, we will draw a winner to give them their Ice Melt Ticket. Our drawings will take place every Friday from February 24 to March 31. Winners will be announced on Facebook and yes, they will receive an email from us. Act fast to make your guess. Dillon Ice Melt closes at midnight, Monday, April 17 or earlier if the clock drops into the lake before that date.
Stone Wealth Strategies. is a registered investment adviser. The information presented is for educational purposes only and is not intended to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
Back in the 1980s, sharp-eyed visitors to New York's Greenwich Village might have spotted a disheveled man wandering the streets in pajamas, a bathrobe, and slippers. Sometimes he mumbled to himself. Other times, he talked to parking meters. Who was this sad, strange figure, they may have wondered?
Read More'Twas the Night Before Christmas, and all through the house, not a client was stirring, not even a mouse
The stockings were hung by the chimney with care, in hopes that more tax shelters soon would be there
Dependents were nestled all snug in their beds while visions of tax-free gifts danced in their heads
And I in my kerchief (and also my cap) had just settled down for a long winter nap
When out on the street there arose such a clatter, I sprang from my bed to see what was the matter!
Away to the window I flew like a bee, knocked over my laptop and even my tree
The moon on the breast of the new fallen snow gave the lustre of mid-day to objects below;
When, what to my wondering eyes should appear, but a recaptured sleigh, and eight tiny rein-deer,
With a little old driver, so lively and quick, I knew in a moment it must be St. Nick.
More rapid than refunds his coursers they came, and he whistled, and shouted, and called them by name:
"Now! Cost-Seg, now! S-corp, now! Roth IRA, Gift-leaseback! Self-rental! now 401k!;
To the top of the porch! To the top of the wall! Now dash away! Dash away! Dash away all!"
As tax cheats before the grim auditors fly, when they meet with subpoenas, mount to the sky;
So up to the office the coursers they flew, with the sleigh full of loopholes — and Santa Claus too:
And then in a twinkling, I heard on the roof the prancing and pawing of each little hoof.
As I drew in my head, and was turning around, down the chimney St. Nicholas came with a bound:
He was dress'd all in fur, from his head to his foot, and even his ten-key was covered with soot;
A briefcase of papers held tight in his hand, all big words and numbers you don't understand:
His eyes — how they twinkled! His dimples: how merry! His cheeks were like roses, his nose like a cherry;
His droll little mouth was drawn up like a bow, as if daring the Tax Court to try and say "no";
The stump of a pen he held tight in his teeth, and a register tape wrapped his head like a wreath.
He had a broad face, and a little round belly (He writes off his breakfasts with honey and jelly!)
He was chubby and plump, a right jolly old elf, and I laugh'd when he saw him in spite of myself;
A wink of his eye, and a "no change" letter, soon let me know I could start feeling better.
He spoke not a word, but went straight to his work, fill'd all our stockings; then turn'd with a jerk,
And laying his finger aside of his nose, and giving a nod, up the chimney he rose.
He sprang to his sleigh, with his coat free from ash, and he looked just as dazzling as fresh tax-free cash:
But I heard him exclaim, with no hint of a stress — "Merry Christmas to all, and be sure to pay less!"
The index may not be completely accurate — for example, the ten lords-a-leaping are valued using the cost of male ballet dancers rather than board-certified British lords. As for the eight maids-a-milking, well, "cows not included." But still, it got us wondering . . . what sort of taxes are we looking at on the whole affair?
Read MoreNow Congress is considering antitrust action against the digital giants. How would that translate into "tax cuts"?
Read MoreAbout half a penny out of every tax dollar goes towards NASA, including their efforts to defend us from killer space invaders. And second, you don't have to launch a rocket to nudge your tax bill down, sometimes by a lot.
Read MoreState and local governments love Black Friday, too. States collect their own share of income taxes on those earnings. Sales tax revenues typically spike at the end of the year, too.
Read MoreWhen was the last time you posted on Instagram? (Your pets have their own accounts, too — right?) Are you doing everything you can to monetize your name and your image? Or are you letting those opportunities slip away in the name of dignity, discretion, and good taste? If you can catch that particular lightning in a bottle, we'll be here to help you keep it!
Read MoreBut sometimes Uncle Sam pumps money into pockets less directly, effectively passing a tax cut without actually cutting taxes. Businesses across the country may soon benefit from one of those moves.
Read MoreThere's an infrastructure bill with $1 trillion for roads, bridges, climate resilience, and broadband access. There's a budget reconciliation package with another $1.75 trillion for fighting climate change, child care and universal pre-kindergarten, and extending the expanded child tax credit.
Read MoreSo . . . does Squid Game's success have fans at the IRS cheering, too?
Read MoreOn Friday, Wilson's verdict came down. Not surprisingly, the jury found him and his co-defendant, a former casino executive, "guilty as hell." No, that's not an official verdict, but it really should be. Now Wilson stands convicted of various conspiracy and fraud charges, including one count of filing a false tax return.
Read More970-668-0772
info@stonewealthstrategies.com
4600 S. Syracuse St. #900
Denver, CO 80237
PO Box 4605
Frisco, CO 80443
Privacy Policy for Stone Advisors dba Stone Wealth Strategies
Stone Advisors dba Stone Wealth Strategies (STONE) is committed to protecting your privacy. This Privacy Policy outlines how we collect, use, disclose, and protect your personal information when you interact with our website and services.
1. Introduction | STONE is a registered investment adviser located in Frisco, Colorado. We may only transact business in states where we are registered or qualify for an exemption or exclusion from registration requirements. Our website is designed to provide general information about our advisory services, access to investment-related information, publications, and links. The publication of our website should not be construed as a solicitation to effect transactions in securities or to provide personalized investment advice over the Internet.
2. Information We Collect | We may collect the following types of personal information:
Contact Information: Including phone numbers, email addresses, and mailing addresses, specifically for SMS consent. General Information: Any information you voluntarily provide through forms on our website.
3. Use of Your Information | Your information may be used for the following purposes: To communicate with you regarding our services. To provide general information about investments and advisory services. To obtain your consent for SMS communications, if applicable.
4. Disclosure of Your Information | We do not sell or rent your personal information to third parties. We may share your information only in the following circumstances: With Your Consent: We may disclose your information if you provide explicit consent. Legal Compliance: If required by law or in response to valid requests by public authorities.
5. Third-Party Links | Our website may contain links to third-party websites. While we believe this information is current and valuable, we provide these links solely for informational purposes. STONE does not make any representations or warranties regarding the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party and takes no responsibility for the content of these websites.
6. Data Security | We implement reasonable security measures to protect your personal information from unauthorized access, use, or disclosure. However, no method of transmission over the Internet or electronic storage is 100% secure.
7. Your Rights | You have the right to: Access your personal information. Request correction of any inaccurate information. Withdraw consent for SMS communications at any time.
8. No Investment, Tax, or Legal Advice | The information provided on our website is for guidance and informational purposes only. Investments involve risks and are not guaranteed. We strongly encourage you to consult with a qualified financial adviser or tax professional before implementing any strategies based on information obtained from our website.
9. Changes to This Privacy Policy | We may update this Privacy Policy from time to time. Any changes will be posted on our website with an updated effective date. We encourage you to review this policy periodically.
10. Contact Us
If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at:
Stone Advisors dba Stone Wealth Strategies
4600 S Syracuse Street #900 Denver CO 80237
970-668-0772
info@stonewealthstrategies.com
For information regarding the registration status of STONE, please contact the state securities regulators in the states where we maintain a registration filing. A copy of STONE’s current written disclosure statement discussing our business operations, services, and fees is available at the SEC’s investment adviser public information website: www.adviserinfo.sec.gov or from STONE upon written request.
Phone numbers collected for SMS consent, will not be shared with third parties or affiliates for any purpose, this is our Privacy Policy.