StackStone Wealth

Gary, Logan and Ryan from our office recently attended a summit hosted by Farm Bureau. They brought back valuable insights into the current landscape for both investors and members of the agriculture community alike. Their takeaways provided our team a wealth of knowledge to better assist our clients through the ever-changing landscape of the investment and agricultural world.

We are excited to share our latest Insights Article: "Retirement Planning: Visualizing Your Endless Summer." Discover how to make your golden years meaningful: https://bit.ly/4biNGT3

Our team recently completed CPR and AED training! This training equips us with the skills to respond in emergencies and aid in creating a safe environment for everyone.

🌟 Today we are celebrating Brittany’s 6-year work anniversary! We are incredibly grateful to her for playing a key role as part of our team with her knowledge, attention to detail, and humor. Join us in congratulating Brittany!

🎬✨ A huge thank you to everyone who joined us today for "Inside Out 2!” We had a wonderful time sharing the afternoon together 🍿🥤

Happy First Day of Summer ☀️ Do you prefer citrus or watermelon? Pools or the beach? Share your favorite summer activities with us and interact with a 👍 or a ❤️ to let us know!

Happy Father's Day to all the wonderful dads, grandpas, and father figures!

Today, we celebrate the men who have shaped our lives. Enjoy these snapshots of our team.

Our team enjoyed a beautiful hike and some stone stacking fun. Just like our approach to your wealth management, we believe in building a solid foundation and creating something meaningful, one stone at a time. Here's to teamwork and the great outdoors!

Estate planning can be a helpful step in managing your financial future. Unsure of where to start? Read our latest post: https://ameripriseadvisors.com/team/stackstone-wealth/perspectives/estate-planning-secure-your-legacy-with-stackstone-wealth

UPDATE: Kelly from our Lake Geneva office is matching too!

Double the style in the office today 🩵

Brittany and April showed up in matching outfits, bringing an extra dose of fun to our Friday. Great minds think alike, right? 🤩

We love a good before and after! Our Lake Geneva office has been refreshed with new chairs and updated decor in the lobby and conference room.

A few weeks ago, our teammates celebrated their children's graduation. Today, as we kick off June, we reflect on these proud moments and look forward to new adventures. Join us in congratulating them! 🌟

♻️ Our Dubuque office hosted free shredding this morning with a wonderful turnout! In addition to shredding, we also offered e-waste recycling, and we're grateful to everyone who came by to safely dispose of their documents and electronics. A special thank you to That 1 Place for the delicious coffee.

DUBUQUE - TOMORROW! Visit us at our office anytime between 8 am - 11 am, 6601 Boulder Brook Ct.

Today is National 529 Plan Day, a day to help more families to learn about the increasing flexibility of savings plans in funding educational endeavors. Contact our team to learn how we can help with college savings.

https://bit.ly/3wJFVYp

Join us in welcoming our new intern, Nick, to the team!

Nick is a junior at the University of Northern Iowa, majoring in Personal Wealth Management and Accounting. He enjoys golfing, being outdoors, going to sporting events, and spending time with friends and family. Nick is excited to gain hands-on experience and build new connections during his internship. Welcome aboard, Nick!

📄🗑️ This morning, our Lake Geneva office hosted a free shredding event with a great turnout! We're grateful to everyone who came by to safely dispose of their documents.

A big thank you to Inspired Coffee for the delicious coffee. We also want to thank our neighboring businesses, Egert Law, S.C. and Family Eye Care of Lake Geneva, Ltd. for their accommodation and support. Thank you to all who were able to join us.

LAKE GENEVA - TOMORROW! Visit us at our office anytime between 9 am - 11 am, 835 Geneva Pkwy N.

Happy Mother's Day from our team to yours! Today, we celebrate all the incredible women in our lives who make every day brighter. Whether they are our own moms, the wives on our team, or the wonderful mothers among us, we are grateful for their warmth and wisdom.

🌟 Happy work Anniversary to Ryan! Thank you for your dedication and for going out of your way to collaborate with team members and clients. We are lucky have your insight and attention to detail. Congratulations Ryan, here’s to many more!

Every week, our dedicated service team comes together to help deliver a premium client experience. Thank you for all you do for our team!

Join StackStone Wealth for our Shred Event at the Lake Geneva, WI, location (May 21) or at the Dubuque, IA, location (May 31).

E-waste items for proper disposal (Dubuque location only): CD’s and DVD’s, Cellphones & Batteries, VCR & DVD Players, Computers and Hardware, TVs* and Monitors* ($25 fee per item)

https://bit.ly/3Wz1Bk9

StackStone Wealth A private wealth advisory practice of Ameriprise Financial Services, LLC

For the last few months, April spent time teaching financial literacy to kindergartners through Junior Achievement of the Heartland. Her dedication to sharing the building blocks of finance is evident by the smile on her face!

Say hello to Scott, our CEO! This afternoon, he is here to share the word: Mutual Fund 💼

Mutual funds are defined as a popular type of investment vehicle that pools money from many investors to invest in a variety of investment types. Our team can help you determine if mutual funds are right for you to help meet your financial goals.

Read more about the benefits and burdens of mutual funds here: https://bit.ly/4aYrBdn

Unsure of what papers need shredding after a certain amount of time? Our team covers some safety tips about protecting your personal information in our latest article.

https://bit.ly/3UISg8l

This weekend was one to remember! We had the pleasure to see three high schoolers, each with a special connection to StackStone Wealth, attend prom. How lucky is our team that these three took the time to find each other at the dance to get a photo?!

Are you nearing retirement? If so, let's develop a tax-efficient withdrawal strategy that takes four key factors into consideration:

1. Expenses
2. Sources of Income
3. Current Market
4. Tax Situation