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Articles

Professionally dressed man and woman looking at a tablet
Todd Frederick | Sep 25, 2023

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
Read More
Hands holding a small wrapped present
Todd Frederick | Sep 21, 2023

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
Read More
Two people having a picnic by a lake
Todd Frederick | Sep 18, 2023

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
Read More
Parents holding their child's hands. The child is jumping
Todd Frederick | Sep 14, 2023

Sending Your Kids to College: What Should You Really Expect?

College
As inflation and tuition fees rise, the cost of college is inching out of reach for many.
Read More
Grandmother with child
Todd Frederick | Sep 11, 2023

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
Read More
Elderly woman doing yoga in a park
Todd Frederick | Sep 7, 2023

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
Read More
Two men sitting at a table and having a conversation
Todd Frederick | Sep 4, 2023

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
Read More
Young woman pouring a drink for an older woman. They are sitting together at a table.
Todd Frederick | Aug 31, 2023

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
Read More
Man in a graduation cap and gown
Todd Frederick | Aug 28, 2023

Repaying Student Loan Debt - 4 Tips to Get Started

College
For many, student loans are unavoidable. So how can you tackle them?
Read More
Person writing a list in a notebook
Todd Frederick | Aug 24, 2023

How to Stop Subconsciously Sabotaging Your Financial Goals

Lifestyle
Investments
Finance
Savings
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best intentions
Read More
Mother and child working on a laptop together
Todd Frederick | Aug 21, 2023

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
College and retirement require serious savings. Is it possible to save for both?
Read More
Two yellow balloons with smiley faces on them
Todd Frederick | Aug 17, 2023

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
Read More

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P.O. Box 1508
Prosper, TX 75078

Contact Info

P | 214-415-6726
E | Todd@stonecreekpw.com

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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