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eBooks

The Differentiators of Wealth

The Differentiators of Wealth

The Differentiators of Wealth exposes the hidden framework that separates people who merely accumulate assets from those who build lasting financial confidence. This book explains why two households with the same income, the same investments, and the same market conditions can end up with radically different outcomes—and why the difference has almost nothing to do with luck or intelligence.


If you want clarity instead of complexity, confidence instead of guesswork, and a financial strategy designed to endure, this book will change how you think about wealth forever.

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The Essence of Wealth<br/>The Foundations of Building a Meaningful Financial Life

The Essence of Wealth
The Foundations of Building a Meaningful Financial Life

When Gary Preisser and Shea Swenson founded Stonebriar Financial, they did so with a clear objective: to challenge an industry that too often relies on generic models and underdelivers for clients...

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The Cashflow Clock

The Cashflow Clock

The Cash Flow Clock offers a simple yet powerful framework to help retirees and pre-retirees align their investments with their income needs. 


In it we break down complex financial planning into three easy-to-understand categories—Lazy, Safe, and Risky Money—based on when you'll need to use your assets.


Whether you're looking for peace of mind or a smarter strategy, this book helps you confidently manage your finances and plan for a secure retirement.

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Articles

Stonebriar Financial: Redefining Wealth Management Beyond the Status Quo

Stonebriar Financial: Redefining Wealth Management Beyond the Status Quo

When Gary Preisser and Shea Swenson founded Stonebriar Financial, they did so with a clear objective: to challenge an industry that too often relies on generic models and underdelivers for clients...

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Strengthening Financial Foundations: Stonebriar Wealth Advisors on Why Investors Should Rebuild Portfolios with Purpose

Strengthening Financial Foundations: Stonebriar Wealth Advisors on Why Investors Should Rebuild Portfolios with Purpose

Stonebriar Wealth Advisors is a boutique firm specializing in retirement planning, tax-aware investing, and legacy design. It crafts personalized strategies to align portfolios with life goals...

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Best-Performing Asset Classes

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.
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Helpful Retirement Strategies for Women

Helpful Retirement Strategies for Women

Learn how to address the challenges that women face when planning for retirement.
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The History of Currency

The History of Currency

Currency has been around for a long time. Here's a quick history lesson.
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5 Benefits of Working in Retirement

5 Benefits of Working in Retirement

Here are 5 reasons why you may consider working through retirement.
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Videos

Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
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The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.
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Leaving Your Lasting Legacy

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.
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Extended Care: A Patchwork of Possibilities

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?
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Are Alternative Investments Right for You?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.
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The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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Global and International Funds

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?
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Calculators & Tools

Student Loan Refinance Calculator

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.
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Federal Capital Gains Tax Estimator

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.
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How Much Do I Need To Retire?

How Much Do I Need To Retire?

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
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More Calculators and Tools

More Calculators and Tools


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