Sunstone Wealth Management

06/02/2026

As prenuptial agreements are rebranded for the app era, we explore how these often-aligned documents can actually work in favor of the long haul:

raymondjames.com

06/01/2026

Can you believe it's June?! ☀️ The team just wrapped our mid‑year review and doubled down on staying accountable so we can keep delivering our best for clients ✨

05/29/2026

Owning a small business can feel like a constant juggling act, but some small changes can start making a big difference for you now. Read more about strategies to help you stay focused, support your team and boost productivity without burning out.

05/28/2026

To help create an effective retirement income plan, you should know these six things about Social Security survivor benefits:

raymondjames.com

05/27/2026

We love to see clients saving and investing on a recurring basis — the set‑it‑and‑forget‑it approach works. Consistency helps you stay invested and benefit from all types of market cycles!
Put your debt payments on a schedule you can stick to — then check in periodically to keep the strategy on track.

05/25/2026

We're closed today in observance of Memorial Day. Today is a day to reflect, honor and remember
❤️🤍💙

05/21/2026

An HSA is more than a way to pay for current healthcare costs. It can play a critical role in long term retirement planning when paired with a 401(k). The average 65-year-old today may need more than $172,000 for healthcare expenses in retirement, yet many employees have not accounted for this in their savings strategy.
By using both an HSA and a 401(k), employees can strengthen their financial future. Those who take advantage of this combination tend to save more, feel more confident about retirement, and are less likely to tap into their savings early. Together, these benefits create a more complete approach to preparing for both everyday needs and future healthcare costs.

fidelityworkplace.com

05/12/2026

Summer break? Not for your finances. These five to-dos will help ensure you stay on track.

05/10/2026

Motherhood and business ownership have taught me the same lesson: what matters most deserves intentional time, attention, and care.

This spring, we decided to slow down and spend one-on-one time with each of our kids. Letting them each choose their own special date:
🤍 Isabella chose the Cave Creek Rodeo
🤍 Mila picked a picnic at the park
🤍 Wyatt chose a night at the Buffalo Chip bull riding show
🤍 Remi wanted breakfast and horse riding lessons

In a world that constantly pushes for more, these moments remind me why we work hard in the first place: to build a life centered around the people we love most.

At Sunstone Wealth Management, we believe financial planning is about more than numbers. It's about creating the freedom and flexibility to be present for the moments that matter most with your family.

Happy Mother's Day to all the moms balancing family, careers, businesses, and everything in between.

05/09/2026

Gratitude can be good for your health, from lowering stress to improving heart health. Read more on the positive impacts of gratitude and how to build it into your every day.