Goldstone Financial Group

Goldstone Financial Group We Help People Live a Life in Retirement Worthy of the Sacrifices They've Made to Get There Are your accounts still exposed to potential losses? If so, why?

Goldstone’s practice thrives on making a complex world of financial products and choices simple and effective. Goldstone utilizes financial vehicles that help protect and preserve client’s principal from loss while being positioned to participate in the potential growth of the market. It is Goldstone’s belief that not losing money is just as important as making money on investments. After all, inv

esting is not just about how much we make, it’s also about how much we keep. Investment Advisory Services offered through Goldstone Financial Group, LLC (GFG), an SEC Registered Investment Advisor.

What are HSAs?For eligible individuals, a Health Savings Account allows you to set aside money for qualified healthcare ...
09/02/2026

What are HSAs?

For eligible individuals, a Health Savings Account allows you to set aside money for qualified healthcare expenses. The money belongs to you and can remain in the account for future medical needs.

Contributing during your working years can create a dedicated source of funds for future healthcare expenses, helping preserve your 401(k), IRA, and other savings for the rest of your retirement lifestyle.

Swipe through for a breakdown of how HSAs work, who can contribute, and how they may support retirement.

To learn more, read our blog: “HSA Retirement Planning: The Powerful Tax Tool You May Be Overlooking” → Link in comments.

Markets are entering September with several major forces converging at once.AI capital spending remains strong. Fed expe...
09/01/2026

Markets are entering September with several major forces converging at once.

AI capital spending remains strong. Fed expectations shifted after Jackson Hole. Geopolitical tensions around the Strait of Hormuz returned energy and inflation risk to the conversation. Meanwhile, the S&P 500’s 0.5% weekly gain masked considerably different performance beneath the surface.

What do these developments mean when viewed together?

Matthew Rice, CFA, CAIA, Chief Investment Officer at Goldstone Financial Group, connects the dots in the latest Weekly Market Recap, with a closer look at the market forces setting the stage for September.

Read this week’s market outlook. → Link in comments.

Is your retirement plan bigger than your investment portfolio?Investments are important, but they’re only one piece of t...
08/31/2026

Is your retirement plan bigger than your investment portfolio?

Investments are important, but they’re only one piece of the retirement picture.
Your income strategy, taxes, healthcare costs, risk management and legacy goals can all influence how your financial life works once the paycheck stops. And when those pieces are handled separately, one decision can have an unexpected impact somewhere else.

A comprehensive retirement plan looks at how these moving parts work together, so your investments have a clear purpose within the bigger picture.

In our latest blog, we break down why retirement planning goes beyond portfolio performance and what it means to take a more coordinated approach.
Read the full blog to see what your retirement plan may be missing.

→ Link in comments.

⭐⭐⭐⭐⭐Kind words like these mean so much to our entire team. Retirement planning is personal, and we’re incredibly gratef...
08/29/2026

⭐⭐⭐⭐⭐

Kind words like these mean so much to our entire team. Retirement planning is personal, and we’re incredibly grateful to the clients who take the time to share their personalized and positive experiences.

Curious what working with Goldstone is like? We’d love the opportunity to meet you, too.

→ Read more client testimonials at the link in comments.

The testimonials and reviews are provided voluntarily by our current clients. We do not compensate any persons for sharing their thoughts or experiences.

Meet two of the people helping bring the Goldstone experience to life.Andrew Napoli, CFP® and Sam Gerry each bring their...
08/28/2026

Meet two of the people helping bring the Goldstone experience to life.

Andrew Napoli, CFP® and Sam Gerry each bring their own perspective to financial planning, but share an important belief: a financial plan should reflect more than the numbers. It should reflect the people, priorities, and life behind them.

For Andrew, that means helping individuals and families plan with confidence as life evolves. For Sam, it means taking the time to understand what matters most and making financial conversations feel approachable and personal.

We’re proud to have Andrew and Sam on the Goldstone Financial Group team, helping our clients plan for a retirement worth living.

Get to know the people behind Goldstone → Link in comments.

08/27/2026

We recently received a question from Frank through the Ask an Advisor segment of our newsletter: “Should I set up a POA for my accounts?”

Adding a trusted contact to your accounts can be a helpful step, but it does not provide the same authority as a power of attorney.

In this clip, Galo Baca, CFP®, Senior Financial Advisor at Goldstone Financial Group, explains how a power of attorney may allow someone to contact financial institutions, make investment decisions, and handle withdrawals on your behalf when needed.

Because of that responsibility, it is important to choose someone you trust, who has your best interests in mind and is capable of handling your financial affairs.

To learn more, watch the full video: “Should I Set Up a Power of Attorney for My Accounts” on our YouTube channel → Link in comments.

Happy Birthday to Joshua Beachler, CFP® & Senior Financial Advisor! 🎉Whether he’s helping families navigate important fi...
08/27/2026

Happy Birthday to Joshua Beachler, CFP® & Senior Financial Advisor! 🎉

Whether he’s helping families navigate important financial decisions, sharing his knowledge on our socials, or enjoying some well-earned time outdoors, Josh brings a thoughtful and grounded approach to everything he does.

We are grateful to have you on Team Goldstone and wishing you a new year filled with good company and continued success! 🎂🔥

$40 trillion in U.S. debt. Bitcoin up 15.3% in one week. Those two numbers are more connected than you might think. 📊Thi...
08/26/2026

$40 trillion in U.S. debt. Bitcoin up 15.3% in one week. Those two numbers are more connected than you might think. 📊

This week, the 30-year Treasury yield hit its highest level since 2007, the Treasury stepped in with expanded bond buybacks, and investors made some significant moves of their own. Gold climbed 5.4%, Bitcoin surged, and the dollar weakened.

At the same time, Walmart, Target and Home Depot gave us a revealing look at the American consumer, while developments overseas added another layer of uncertainty for markets.

So, what do these signals tell us about where markets could be heading next?

Matt Rice, our Chief Investment Officer, breaks down the biggest developments from the week and what we’re watching now in the latest Weekly Market Recap.

08/25/2026

The transition into retirement can feel stressful after a lifetime of working and earning a paycheck.

For John and Carolyn, having a down-to-earth, straightforward advisor has brought a calming presence to the planning process. Being able to see how their income could continue in retirement, explore different retirement dates, and know their family’s future has been thoughtfully considered has given them valuable reassurance.

At Goldstone Financial Group, we’re honored to help our clients feel confident that they and the people they love will be well cared for in the years ahead.

This is a testimonial from current clients. We do not compensate clients for sharing their thoughts or experiences. While we appreciate all feedback, it’s essential to recognize that each client’s situation is unique and should not be construed as the experience of all current and former clients.

A 401(k) is not a retirement plan. Neither is a portfolio.A comprehensive retirement plan connects the bigger picture: h...
08/24/2026

A 401(k) is not a retirement plan. Neither is a portfolio.

A comprehensive retirement plan connects the bigger picture: how you want to live, where your income will come from, how taxes may affect what you keep, how you’ll prepare for healthcare costs, and what you want to leave behind.

In our latest blog, we break down the key pieces of retirement planning and how investments, income, taxes, healthcare, insurance, and estate planning can work together toward your goals.

If retirement is getting closer, it may be worth asking: Does every part of your financial life have a clear role in the plan?

→ Read “What Does a Retirement Plan Actually Include?” at the link in comments.

Address

18W140 Butterfield Road Ste 1600, Oakbrook Terrace
Villa Park, IL
60181

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 5pm
Saturday 10am - 2pm

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