P&G RETIREMENT INCOME PLANNING

Stone House Is An Independent Company And Is Not Affiliated With Or Endorsed By PSERS.

How can I be smarter with my natural gas royalty income?

That’s the question in many land owners’ minds right now.

The views and opinions expressed by participants do not reflect the views and opinions of Stone House Investment Management, LLC.

The information provided is for educational purposes only and is not investment or financial planning advice particular to any particular situation. Consult with your tax, financial, and legal consultants before executing any strategies or ideas contained in this video.

START HERE

Watch the Royalties Roundtable 

A discussion about the current state of the natural gas royalties flowing into our local area and how you, the natural gas lease owner, can be smarter with it today. 

On the panel:

  • Bill Ruark, Owner of Meshoppen Stone and Stone Hedge Golf Course
  • ​John Burke, Managing Partner & Investment Manager at Stone House
  • ​Bob Brown, Managing Partner & Investment Manager at Stone House
  • ​Benjamin Denault, Managing Partner & Certified Public Accountant at Stone House

Wondering if you could be smarter with your natural gas royalty income?  

About the Roundtable Participants

BILL RUARK

Owner of Meshoppen Stone and Stone Hedge Golf Course
Bill is a local business and landowner in the area, experienced with making impactful investment decisions every day as he grows his companies to be more profitable.  

JOHN BURKE

Managing Partner & Investment Manager at Stone House
John is Stone House’s resident “numbers guy.” He’s the one who gets excited to crunch numbers and study the ins and outs of the market on daily basis. He’s been on the Stone House team for over ten years and became a Managing Partner in 2015.  

BOB BROWN, CFP®

Managing Partner & Investment Manager at Stone House
Bob is one of Stone House’s founding partners and has been in the business of investment management for over twenty years now. In addition, he’s been a leading force in growing Stone House into a profitable, community-strengthening company.  

BENJAMIN DENAULT

Managing Partner & CPA
at Stone House
As a CPA, Ben brings to the roundtable an accountant’s perspective with expertise in handling tax filings and answering intricate tax-related questions. Ben has a real knack for understanding all facets of accounting and finding ways to be smart with your money.  

Roundtable Highlights 

In this special edition of Blue Collar Wealth presented by Stone House™, you’ll hear from a successful local entrepreneur and royalty owner, a CPA, and two money managers about the recent influx of natural gas royalties flowing into our local area here in Northeastern PA and their individual perspectives on what YOU, the natural gas lease owner, can do NOW, in today’s current economic climate, to be smarter with your money and ultimately, fuel your future more than ever before.  
Min 1:35 Meet the panel 
Min 8:50 The difference between investing and saving your natural gas royalties 
Min 12:35 Bill Ruark’s personal advice on how much of your natural gas royalties to invest 
⏱Min 13:45 Why PERSONALIZED planning is key when it comes to natural gas royalties 
Min 16:40 Natural Gas Royalties and TAXES 
Min 21:00 Estate Planning and Natural Gas Royalties 
Min 30:45 What’s driving this current influx of natural gas royalties in our area 

More Videos for Natural Gas Lease Owners

How to Break Down Your Monthly Royalty Checks
to Fuel Your Future

How to Keep More of
Your Money With
Smart Tax Planning

How Fuel Your Future
Planning With
Stone House Works

Watch the Entire Playlist on YouTube

LEARN MORE NOW

Free Online Webinar for Natural Gas Lease Owners

Here's what we'll cover in this free webinar:

  • How to stop "stashing" money and start BUILDING WEALTH. 
  • ​Two game-changing financial "hacks" to begin making the most out of your natural gas royalty income.
         — Super-charging your CDs
         — Covering your assets
  • ​How to make smart long-term decisions about your natural gas royalty income by monitoring and valuing your mineral rights.
  • ​​The key to a healthy money mindset and why that can make all the difference.
  • ​What questions to ask now and how to assemble a strong financial team ready to support you and your family.
Tunkhannock
80 West Tioga Street
Tunkhannock, PA 18657
Toll Free: 866-923-1946
Tunkhannock: 570-836-7020
Sayre
107 S Elmer Ave
Sayre, PA 18840
Towanda
319 Main Street
Towanda, PA 18848
Toll Free: 866-923-1946
Towanda: 570-627-6131

INTRODUCING

Fuel Your Future Planning 

Provided by Stone House.

Fuel Your Future Planning is designed to help you—a Natural Gas Lease Owner—assess your current financial situation, set new financial goals, and create a plan to reach those goals, alongside a trusted team of financial professionals.  

Do you want to retire sooner?
Set aside funds for your kids, grandkids, or a charity you care about?
See if you can save more money on taxes?
Get a larger return on your natural gas royalty investments month over month? 

Fuel Your Future Planning by Stone House will help get you there.
You’ll work with both a financial planning advisor AND a certified public accountant (CPA) to:
  • Get a clear picture of your current finances 
  • Discover how you could optimize your return on investments and tax filings
  • Develop a plan to reach your financial goals 
  • ​Adjust and optimize the plan as the world and life continue to change and evolve 
Be able to say, “I’m being smart with my money and have all my bases covered.” 
Disclosures:

Stone House nor its representatives are affiliated with or endorsed by Procter and Gamble, Cargill, or PSERS. P&G is a registered trade mark of Procter & Gamble. 

Privacy Policy

Registration with the Securities and Exchange Commission does not imply that Stone House or its representatives have achieved a certain level of skill, certification or training or that the SEC approves of Stone House or its services. 

No services will be performed prior to the delivery of our Form ADV 2, which is the disclosure document that outlines our business activities, fees and conflicts of interest. This is not a solicitation of service in any jurisdiction in which the Investment Advisor is not registered or is not exempt from registration. Please call for additional information if interested in learning more about our company and services.

 Investments are not risk free and should be considered carefully by the client before investing in our strategies. Securities may lose value. See prospectuses and other disclosure documents for details of risks. Past performance is not an indication of future performance. Stone House® Investment Management, LLC does not guarantee the performance of any strategy or portfolio.

Information on this website does not involve the rendering of personalized investment advice but is limited to the dissemination of general information on products and services. All expressions of opinion reflect the judgment of Stone House® Investment Management, LLC as of the date of publication and are subject to change. 

Fees listed on this site only represent fees charged by Stone House for services provided. Additional fees may be applied by third-parties depending on the services rendered. See ADV 2 for details. 

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Wealth Management Specialist ℠ and WMS ℠ designations are issued by the College for Financial Planning® And are subject to established standards of conduct.
You can verify designee status at http://cffpdesignations.com or call 800-237-9990.

This website is a publication of Stone House® Investment Management, LLC. The information presented is believed to be factual and up-to-date but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any subjects discussed. 

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