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
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
When considering life insurance, it's important to understand your options.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Lifestyle considerations in creating your retirement portfolio.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
An inside look at how marginal income tax brackets work.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much you have the potential to earn during your working years.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
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
There are some key concepts to understand when investing for retirement
In life it often happens that the answers to our most pressing questions are right in our own backyards.
There are hundreds of ETFs available. Should you invest in them?
What is your plan for health care during retirement?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.