Personalized Investment Management
While you spend time building your business, Bill Stanage can help you invest in your family's financial future.Learn more
For Your Business:
Planning to Improve Employee Benefits
Bill Stanage will help you plan to minimize overhead, increase worker loyalty, and deliver quality benefits planning for an edge over your competition.Learn more
For Your Future:
A Lasting Relationship
With a family of my own, building and sustaining generational wealth is a personal goal I share with many of my clients.Learn more
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
When considering life insurance, it's important to understand your options.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator will help determine whether you should invest funds or pay down debt.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Enter various payment options and determine how long it may take to pay off a credit card.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investors seeking world investments can choose between global and international funds. What's the difference?
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Learn how to harness the power of compound interest for your investments.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.