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Blog

Grandmother with child
Stonebrooke Wealth Management | Nov 8, 2023

IRS Changes Inheritance Rules: Preserving 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
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Set of keys beside miniature house
Stonebrooke Wealth Management | Nov 8, 2023

Negotiating a Great Mortgage in a High Rate Environment

Investments
Property
Real Estate
Finance
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra
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Couple walking in a field with the ocean in the background
Stonebrooke Wealth Management | Nov 8, 2023

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Investments
Retirement
Savings
Estate Planning
Risk Management
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
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Contact

P | 952-223-6515
E | robert.bayer@lpl.com

17850 Kenwood Trail #221
Lakeville, MN 55044

     

Get In Touch

Contact Office: (952) 223-6515
Fax: (952) 223-6516
17850 Kenwood Trail #221 Lakeville, MN  55044
6,7,63,66,24 with LPL Financial
robert.bayer@lpl.com

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