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
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Your Personal Recovery
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Here are six flags that may make your tax return prime for an IRS audit.
Here are 4 great, and sometimes unexpected, places to raise a family.
Ascertaining the value of your business is important for a variety of reasons.
There’s a link between debt and stress.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help you estimate how much you should be saving for college.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the financial impact of leasing versus buying an automobile.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are three things to consider before dipping into retirement savings to pay for college.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
There are hundreds of ETFs available. Should you invest in them?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Agent Jane Bond is on the case, cracking the code on bonds.
With alternative investments, it’s critical to sort through the complexity.