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

Goldstone Financial Group

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Villa Park, IL
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.

07/16/2026

Should You Work One More Year Before Retiring?

When it comes to retirement, timing is about more than your finances. It's also about making sure you're ready for the next stage of life.

In this clip, Phillip Shaw, CFP®, Senior Advisor at Goldstone Financial Group, explains why deciding when to retire involves both a personal and a financial decision.

In the full Ask an Advisor video, Phil also discusses the personal and financial factors to consider before retiring. From Medicare and Social Security to healthcare costs, pensions, and the potential benefits of working one more year, he explains how thoughtful planning can help you make a more confident retirement decision.

Watch the full video: “Should You Work One More Year Before Retiring?” on our YouTube channel to learn more about the financial and lifestyle considerations that can shape your retirement timeline → Link in comments.

07/15/2026

Markets climbed for a second straight week, but the headlines told a much different story.

Renewed conflict in the Middle East pushed oil prices higher, artificial intelligence continued to lead market performance, and a weaker-than-expected jobs report added new questions about inflation and future Federal Reserve policy.

In this week's Market Recap & Outlook, Matthew Rice, CFA, CAIA, Chief Investment Officer at Goldstone Financial Group, explains what moved the markets, why technology stocks continued to lead, and the key economic events investors should watch in the week ahead.

Understanding the broader economic landscape can help investors put short-term market movements into perspective and stay focused on their long-term financial goals.

Read the full market update at the link in comments.

07/14/2026

Retirement isn't just about leaving work behind. It's about having the freedom to spend your time doing what matters most.

For Kenneth, that freedom has translated into more travel, new adventures, and making memories with his wife. He also shares why having a trusted advisor has helped give them confidence throughout retirement.

At Goldstone Financial Group, we're honored to help our clients build retirements that are worth every minute.

This is a testimonial from a current client. 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.

07/13/2026

How often do you review your retirement plan?

Just as periodic physicals help monitor your health, a mid-year retirement checkup can help determine whether your financial strategy remains aligned with your goals.

✔ Retirement savings progress
✔ Spending and cash flow
✔ Investment strategy
✔ Planning ahead for future expenses

Small, thoughtful reviews throughout the year may help you make more informed financial decisions for the long-term. For a deeper look at each of these topics, read this week's blog with insights from Jessica DeBold, CFP®, EA, and President of Goldstone Financial Group.

🔗 Blog linked in comments.

07/11/2026

Some shots from the Goldstone Family Photo Album ️📷

Team Goldstone is soaking up the summer on golf courses and mini greens, strolling along the shores of Lake Michigan and St. Pete Beach, volunteering in the Philippines, exploring Japan, Chicago, Shawnee National Forest, the Quad Cities, and celebrating in Las Vegas and Nantucket. 🎉

We've also honored birthdays, wedding anniversaries, and special family milestones! Our team works hard, enjoys life, and knows the value of making memories every chance they get.

Here's to a summer well spent and many more adventures ahead. 💙

07/09/2026

Many retirees wish they had done a few things differently.

In this clip, Andrew Napoli, CFP®, Senior Advisor at Goldstone Financial Group, shares one of the most common regrets he hears from retirees: they wish they had started tax planning sooner. He explains why building retirement savings is only part of the equation and how proactive tax planning can help reduce taxes throughout retirement.

In the full video, "6 Things Retirees Wish They Had Done Sooner," Andrew discusses retirement income planning, healthcare, simplifying your finances, balancing saving with living, and the importance of a comprehensive financial plan.

Watch the full Ask an Advisor video on our YouTube channel to discover all six regrets and why they matter → Link in comments.

07/08/2026

We’re excited to introduce one of Goldstone Financial Group’s newest initiatives: Goldstone Book Club! 📖 It’s an opportunity for our team to come together, exchange ideas, challenge our thinking, and grow both professionally and personally.

Over the past month, we’ve been reading The New Gold Standard by Joseph Michelli, Ph.D., C.S.P.. The book has sparked great conversations about leadership, communication, and creating exceptional client experiences, while encouraging fresh perspectives and a shared passion for continuously raising the standard in the work we do.

One of the best parts has been learning from one another. Every discussion has strengthened our team and reinforced our commitment to delivering the highest level of service to the families we serve.

Here’s a look inside one of our recent Book Club meetings:

Stay tuned for more exciting updates from our Goldstone Book Club!

07/07/2026

The second quarter of 2026 delivered one of the strongest market rebounds in recent years, but the story goes beyond the headlines.

In his latest Q2 2026 Market Recap, Matthew Rice, CFA, CAIA, Chief Investment Officer at Goldstone Financial Group, examines the market rebound, the shift in market leadership, the Federal Reserve's evolving outlook, and the key economic trends shaping the second half of the year.

Whether you're preparing for retirement or already retired, understanding these market developments can help provide valuable perspective during periods of uncertainty.

Read the full Q2 Market Review at the link in comments.

07/06/2026

Happy Birthday to Jen, our Director of Marketing! 🎉

Creativity never stands still, and neither do you. Your passion for building what's next, bringing new ideas to life, and continually shaping the future of Goldstone helps move our team forward every day. Your vision, innovation, and dedication leave a lasting impact on everything you touch.

Wishing you a birthday filled with inspiration, celebration, and another year of turning great ideas into reality. 🎂✨

07/04/2026

From first pitch to the final out, our team had a great time celebrating summer at the Kane County Cougars game! ⚾️🌭

Our very own Senior Advisor, Andrew Owen took the mound, and from then on it was good company, lots of laughs, and cheering on the home team.

We're thankful for these opportunities to spend time together outside the office and appreciate the people who make Goldstone what it is: a winning team.

Here's to making it count, on and off the clock. 💙

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

Website

http://www.goldstonefinancialgroup.com/, http://linktr.ee/goldstonefg

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