Stone Pine Financial Partners

Stone Pine Financial Partners Stone Pine Financial Partners helps people organize their finances and feel good about their future.

๐Œ๐จ๐ง๐ญ๐ก๐ฅ๐ฒ ๐Œ๐จ๐ง๐ž๐ฒ ๐‚๐ก๐ž๐œ๐ค-๐ˆ๐งA new month is a great time for a quick financial check-in.Ask yourself:- Do I know where my incom...
05/04/2026

๐Œ๐จ๐ง๐ญ๐ก๐ฅ๐ฒ ๐Œ๐จ๐ง๐ž๐ฒ ๐‚๐ก๐ž๐œ๐ค-๐ˆ๐ง

A new month is a great time for a quick financial check-in.

Ask yourself:

- Do I know where my income is coming from this month?
- Are my withdrawals aligned with my plan?
- Has anything changed in my spending?

Retirement isnโ€™t โ€œset it and forget itโ€โ€”small adjustments can make a big difference over time.

๐€ ๐†๐ข๐Ÿ๐ญ ๐“๐ก๐š๐ญ ๐†๐ซ๐จ๐ฐ๐ฌLooking for meaningful ways to give to your kids or grandkids? A 529 college savings plan is a great op...
04/27/2026

๐€ ๐†๐ข๐Ÿ๐ญ ๐“๐ก๐š๐ญ ๐†๐ซ๐จ๐ฐ๐ฌ

Looking for meaningful ways to give to your kids or grandkids? A 529 college savings plan is a great optionโ€”helping you celebrate a special young person while potentially earning a state tax deduction in Pennsylvania (and many other states!).

๐’๐ฉ๐ซ๐ข๐ง๐  ๐‘๐ž๐Ÿ๐ซ๐ž๐ฌ๐ก ๐˜๐จ๐ฎ๐ซ ๐…๐ข๐ง๐š๐ง๐œ๐ž๐ฌSpring isnโ€™t just for cleaning your homeโ€”itโ€™s a great time to revisit your financial plan.-R...
04/20/2026

๐’๐ฉ๐ซ๐ข๐ง๐  ๐‘๐ž๐Ÿ๐ซ๐ž๐ฌ๐ก ๐˜๐จ๐ฎ๐ซ ๐…๐ข๐ง๐š๐ง๐œ๐ž๐ฌ

Spring isnโ€™t just for cleaning your homeโ€”itโ€™s a great time to revisit your financial plan.

-Review your budget
-Rebalance your portfolio
-Check beneficiary designations

๐‚๐จ๐ง๐ญ๐ซ๐ข๐›๐ฎ๐ญ๐ข๐จ๐ง ๐ƒ๐ž๐š๐๐ฅ๐ข๐ง๐žYou still have time to make your 2025 IRA or Roth IRA contribution!Deadline: April 15, 20262025 Con...
04/06/2026

๐‚๐จ๐ง๐ญ๐ซ๐ข๐›๐ฎ๐ญ๐ข๐จ๐ง ๐ƒ๐ž๐š๐๐ฅ๐ข๐ง๐ž

You still have time to make your 2025 IRA or Roth IRA contribution!

Deadline: April 15, 2026

2025 Contribution Limits.
โ€ข $7,000 if youโ€™re under age 50
โ€ข $8,000 if youโ€™re age 50 or older

These contribution limits apply to both Traditional and Roth IRAs. If your income falls below the applicable phase-out ranges, this contribution may be fully deductible for a traditional IRA or fully eligible for a Roth IRA. Itโ€™s a great last-minute opportunity to boost your retirement savings - and potentially reduce your tax bill.

๐”๐ฉ๐œ๐จ๐ฆ๐ข๐ง๐  ๐’๐ฉ๐ซ๐ข๐ง๐  ๐Œ๐ž๐ž๐ญ๐ข๐ง๐ ๐ฌWe are looking forward to meeting with you in just a few weeks for our spring meetings - itโ€™s al...
03/30/2026

๐”๐ฉ๐œ๐จ๐ฆ๐ข๐ง๐  ๐’๐ฉ๐ซ๐ข๐ง๐  ๐Œ๐ž๐ž๐ญ๐ข๐ง๐ ๐ฌ

We are looking forward to meeting with you in just a few weeks for our spring meetings - itโ€™s always great to reconnect. These conversations are a valuable time to revisit your goals, make any adjustments needed for the year ahead, and review your progress. If you havenโ€™t scheduled yet, we encourage you to reach out and secure a time that works best for you!

๐’๐ญ๐จ๐ฉ, ๐ƒ๐ซ๐จ๐ฉ, ๐š๐ง๐ ๐’๐ญ๐š๐ฒ ๐ญ๐ก๐ž ๐‚๐จ๐ฎ๐ซ๐ฌ๐žFor those in retirement or taking distributions from their investments, planning ahead be...
03/23/2026

๐’๐ญ๐จ๐ฉ, ๐ƒ๐ซ๐จ๐ฉ, ๐š๐ง๐ ๐’๐ญ๐š๐ฒ ๐ญ๐ก๐ž ๐‚๐จ๐ฎ๐ซ๐ฌ๐ž

For those in retirement or taking distributions from their investments, planning ahead becomes even more important. One way to prepare is by building a safety net into the portfolio. This safety net, what we often refer to at Stone Pine as the Safety Bucket, is designed to provide several years of planned withdrawals from more stable assets.

That allows you to continue your normal distributions without needing to sell investments that may be temporarily down in value during a market decline. We canโ€™t control or predict when markets will drop. What we can do is prepare in advance and avoid compounding losses by reacting in the moment. Fire drills save lives. Financial fire drills may help save our savings.

๐’๐ญ๐จ๐ฉ, ๐ƒ๐ซ๐จ๐ฉ, ๐š๐ง๐ ๐’๐ญ๐š๐ฒ ๐ญ๐ก๐ž ๐‚๐จ๐ฎ๐ซ๐ฌ๐žItโ€™s also important to keep in mind that a difficult stretch doesnโ€™t necessarily mean a b...
03/16/2026

๐’๐ญ๐จ๐ฉ, ๐ƒ๐ซ๐จ๐ฉ, ๐š๐ง๐ ๐’๐ญ๐š๐ฒ ๐ญ๐ก๐ž ๐‚๐จ๐ฎ๐ซ๐ฌ๐ž

Itโ€™s also important to keep in mind that a difficult stretch doesnโ€™t necessarily mean a bad year. While a 20% decline occurred in 29 different years, the market finished the full year down more than 20% only six times. In fact, in 10 of those 29 years, the market still ended the year with a positive return. This reinforces an important lesson: the most reliable course of action following a market downturn is often to remain invested.

๐’๐ญ๐จ๐ฉ, ๐ƒ๐ซ๐จ๐ฉ, ๐š๐ง๐ ๐’๐ญ๐š๐ฒ ๐ญ๐ก๐ž ๐‚๐จ๐ฎ๐ซ๐ฌ๐žThe concept of a fire drill is relevant to investing as well. Knowing the range of possib...
03/09/2026

๐’๐ญ๐จ๐ฉ, ๐ƒ๐ซ๐จ๐ฉ, ๐š๐ง๐ ๐’๐ญ๐š๐ฒ ๐ญ๐ก๐ž ๐‚๐จ๐ฎ๐ซ๐ฌ๐ž

The concept of a fire drill is relevant to investing as well. Knowing the range of possible outcomes and how to behave in those circumstances is critical to long-term success. The odds are that investors will be tested with a downturn. U.S. stocks have experienced a decline of at least 20% at some point during 29 of the 98 calendar years since 1927.

๐’๐ญ๐จ๐ฉ, ๐ƒ๐ซ๐จ๐ฉ, ๐š๐ง๐ ๐’๐ญ๐š๐ฒ ๐ญ๐ก๐ž ๐‚๐จ๐ฎ๐ซ๐ฌ๐žFor many of us, the importance of a fire drill is ingrained starting as early as elementa...
03/03/2026

๐’๐ญ๐จ๐ฉ, ๐ƒ๐ซ๐จ๐ฉ, ๐š๐ง๐ ๐’๐ญ๐š๐ฒ ๐ญ๐ก๐ž ๐‚๐จ๐ฎ๐ซ๐ฌ๐ž

For many of us, the importance of a fire drill is ingrained starting as early as elementary school. The procedure - reacting to an alarm by calmly exiting the building - is repeated to build muscle memory for what to do in a real emergency. Just as importantly, it reinforces lessons on what not to do.

Stay tuned as we relate the concept of a fire drill to investing!

๐“๐ซ๐š๐ง๐ฌ๐ข๐ญ๐ข๐จ๐ง ๐ญ๐จ ๐‘๐ž๐ญ๐ข๐ซ๐ž๐ฆ๐ž๐ง๐ญ: ๐“๐ก๐ž ๐“๐จ๐ฉ ๐Ÿ“ ๐ƒ๐ž๐œ๐ข๐ฌ๐ข๐จ๐ง๐ฌ ๐„๐ฏ๐ž๐ซ๐ฒ๐จ๐ง๐ž ๐Œ๐ฎ๐ฌ๐ญ ๐‚๐จ๐ง๐ฌ๐ข๐๐ž๐ซTake control of your finances and avoid costly mista...
02/23/2026

๐“๐ซ๐š๐ง๐ฌ๐ข๐ญ๐ข๐จ๐ง ๐ญ๐จ ๐‘๐ž๐ญ๐ข๐ซ๐ž๐ฆ๐ž๐ง๐ญ: ๐“๐ก๐ž ๐“๐จ๐ฉ ๐Ÿ“ ๐ƒ๐ž๐œ๐ข๐ฌ๐ข๐จ๐ง๐ฌ ๐„๐ฏ๐ž๐ซ๐ฒ๐จ๐ง๐ž ๐Œ๐ฎ๐ฌ๐ญ ๐‚๐จ๐ง๐ฌ๐ข๐๐ž๐ซ

Take control of your finances and avoid costly mistakes when you consider the five most important topics for every retiree: Social Security, Medicare, housing, income replacement, taxes and software to illustrate the impact and importance these decisions can have on your retirement. Learn an effective way to consolidate your retirement planning decisions to one page.

DATES: March 11 & 18, 2026, 6:30 p.m.

ORGANIZATION: Main Line School Night

LOCATION: Creutzburg Center

Address

208 W Front Street
Media, PA
19063

Telephone

+16105659181

Website

Alerts

Be the first to know and let us send you an email when Stone Pine Financial Partners posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Stone Pine Financial Partners:

Shortcuts

Share

Category