News

News

Coronavirus Update – March 17

We want to assure you Stonebridge Financial Group can weather…

by Stonebridge Financial Group • March 17, 2020
Blog

Our Community Partners Profile: Girls on the Run

By Brad Sanders, CFP®, CRPC® Did you know that by…

by Stonebridge Financial Group • March 8, 2020
Charitable Giving
Blog

Solutions to Tax Changes That May Have Impacted Charitable Giving

By Jonathan Freeman, CFP®, CFA, CIMA® The World Giving Index…

by Stonebridge Financial Group • March 1, 2020
News

Coronavirus Update: A Friendly Reminder To Our Valued Clients

A friendly reminder to our valued clients: With increased volatility…

by Stonebridge Financial Group • February 28, 2020
Hand on paper with graph
Blog

FICO Scoring to Change in 2020 – Will your Score Increase or Decrease?

By Cody Gehman, CPA The Fair Isaac Corporation, better known…

by Stonebridge Financial Group • February 23, 2020
Blog

April 15 Isn’t Just Tax Day: In a Way, It’s IRA Day Too

By Brad Sanders, CFP®, CRPC® It’s that time of year…

by Stonebridge Financial Group • February 5, 2020
Quid Pro Quo
Blog

Quid Pro Quo

By Todd Bogda The Latin phrase “quid pro quo” means…

by Stonebridge Financial Group • January 31, 2020
Blog

Common Millennial Money Mistakes That Generation Z Can Learn From

By Cody Gehman, CPA 1. Failing to Consider the Long-Term…

by Stonebridge Financial Group • January 22, 2020
An egg on two forks
Blog

Help Yourself Retire Earlier

By Brad Sanders, CFP®, CRPC® Are you concerned about having…

by Stonebridge Financial Group • January 12, 2020
Retail
News

6 Ways Retail Wealth Management Will Change Under the SECURE Act

6 Ways Retail Wealth Management Will Change Under the SECURE…

by Stonebridge Financial Group • January 2, 2020