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
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
These food myths will really put a drain on your wallet.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
This calculator demonstrates the power of compound interest.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
This calculator may help you estimate how long funds may last given regular withdrawals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Do you have causes that you want to support with donations? Here are three tips.
A bucket plan can help you be better prepared for a comfortable retirement.
$1 million in a diversified portfolio could help finance part of your retirement.
Have you explored all your options when it comes to managing your taxable income?
Here are five facts about Social Security that might surprise you.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?